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”.

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

Fund II thesis notes

2025 Predictions by @ttunguz

Tomasz Tunguz tomtunguz.com

Predictions

Brand As An Enduring Moat And The Post-MCP World

Akash Bajwa akashbajwa.substack.com

Open-source versus proprietary AI models: The new frontiers of AI competition | Wing Venture Capital

Chris Zeoli wing.vc

Open source vs. closed source

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

a16z.com

Intelligent AI automation from a16z

Marketplaces, Brokers and Storefronts

Rick Zullo newsletter.equal.vc

Offdeal breakdown of Marketplaces vs. Brokers vs. Storefronts. From Equal Ventures

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

Scott Friend baincapitalventures.com

Shopping agents from BCV

2024 → 2025: The Year Ahead in AI

Nikunj Kothari writing.nikunjk.com

Predictions