AI & Software

AI & Software

AI & Software investment trends/notes

Brand As An Enduring Moat And The Post-MCP World

Akash Bajwa akashbajwa.substack.com

The Next Chapter for Vertical Software

Euclid Ventures insights.euclid.vc

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Vertical software vs Tech enabled roll up

What to Watch in 2025

Shravan Narayen shravannarayen.substack.com

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Predictions.

Artificial Intelligence in the Knowledge Economy - Marginal ...

marginalrevolution.com

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

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Intelligent AI automation from a16z

Export Your Brain: How I Uploaded Myself to AI | Andreessen Horowitz

Justine Moore a16z.com

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Fascinating use case on downloading your brain to AI.

2025 Predictions by @ttunguz

Tomasz Tunguz tomtunguz.com

Predictions

Part I: The Future of AI Is Vertical

Caty Rea bvp.com

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Vertical Services via AI

Marketplaces, Brokers and Storefronts

Rick Zullo newsletter.equal.vc

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