AI & Software

AI & Software investment trends/notes

AGI Trades

Ambitious startups will need a high value wedge and the product velocity to expand quickly, create innovative data loops, and establish themselves as a core user operating system or “system of intelligence”.

Aileen Lee • Cowboy Ventures | Where we’re hunting in 1Q 2025

Fund II theme notes

The Dawn of the Agentic Commerce Era – Putting Gen AI to Work for Shoppers

Scott Friend baincapitalventures.com

Shopping agents from BCV

Generative AI’s Act O1

Sonya Huang sequoiacap.com

Services commentary

RIP to RPA: The Rise of Intelligent Automation | Andreessen Horowitz

a16z.com

Intelligent AI automation from a16z

The future of AI is vertical - Scale Venture Partners

Alex Niehenke scalevp.com

Brand As An Enduring Moat And The Post-MCP World

Akash Bajwa akashbajwa.substack.com

Cybersecurity in the Time of AI and “Enough Noise”

Enrique Salem baincapitalventures.com

Cybersecurity from BCV

Consumer+ is eating the (enterprise) world.

Hugo Amsellem hugo.pm

Consumerization of software theme