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Trends – Artificial Intelligence (AI) – May 2025 – BOND
The document analyzes rapid growth and transformative trends in artificial intelligence, highlighting unprecedented user adoption, technological advances, global competition, enterprise AI integration, and associated benefits and risks shaping the future.
bondcap.com
More firms are incubating companies as early-stage valuations rise.
A few successes:
• Snowflake ($49B mrkt cap) by Sutter Hill Ventures
• Affirm ($6B mrkt cap) by HVF Labs
• Hims & Hers ($1.3B mrkt cap) by Atomic
___LIN... See more
$20M to pioneer Answer Engine Optimization
We're excited to announce Profound's $20M Series A funding, led by @kleinerperkins with participation from @khoslaventures, @nvidia, @saga_ventures, @southpkcommons, and @svangel. https://t.co/sQ55IL92Cp
Kleiner Perkins built a valuable keiretsu of growing companies that could share talent and resources, increasing their chances of success.
Doug Menuez • Fearless Genius: The Digital Revolution in Silicon Valley 1985-2000
Y Combinator's Future in the Software Slowdown
brief.bismarckanalysis.comThe best example of this alternative product is Indie.VC, run by Bryce Roberts. Over the course of 6 years, Indie invested in 40 companies. It held the two key components of limited fund size and gave equity optionality through redemption clauses or equity buybacks. The results are encouraging, with a 51% IRR and 4.3x TVPI, while 87% of the compani... See more
Evan Armstrong • Venture Capital Is Ripe for Disruption
The topic of designer-founders is everywhere lately. @ycombinator calling for more, @southpkcommons & @designerfund hosting killer events
Decided to listen to @soleio & @ridd_design to dig deeper:
- How to invest in your founder journey
- How to succeed as a founding designer https://t.co/2QlMd3qLHc
Modern "Silicon Valley Creator" Playbook:
• 100% software-driven
• Targets a hyper-specific niche
• Creates content to acquire users
• Self-funded with zero outside capital
• Calm Company
• $1-$10M+ in revenue
A new path f... See more
Michael Karnjanaprakornx.com
What's the difference between Venture Capital and Private Equity?
A lot...
Read on: https://t.co/h5ZVMgvMHG