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Venture capital is buying its way into the artificial intelligence transformation that enterprise software hasn’t delivered. Instead of selling AI tools to companies, venture firms are buying legacy companies outright and rebuilding them around AI from the inside.
The bet puts VCs on offense and leaves traditional private equity, which spent the last cycle buying enterprise software at peak prices, on defense. READ MORE
The euphoria surrounding AI has surged to its next exhilarating – and dangerous – level.
Anthropic, the developer of the Claude chatbot, took its first step towards a US stock market listing on Monday after privately filing paperwork with regulators. READ MORE
“Lame cold pitch from the US”.
That was the subject line of a recent email with a clear ask that actually caught my attention.
And as an investor who receives dozens of startup pitches and even more follow-ups each week that’s saying something. It wasn’t in a professional tone and it wasn’t polished, rather subtly self-deprecating but undeniably honest. READ MORE
Before OpenAI became a trillion-dollar IPO candidate, before AI coding assistants generated billions in revenue, and before defense tech became one of Silicon Valley’s hottest categories, a small group of seed investors had already made their bets.
They backed frontier AI, autonomous systems, cybersecurity and AI infrastructure years before the market went all-in on these sectors. In many cases, they invested before startups had meaningful revenue, before products existed and before entire categories had fully formed. READ MORE
Venture capital is in the middle of a quiet power shift.
Over the past few years, some of the largest and most consequential deals in tech, healthcare and life sciences have not been led by traditional venture firms at all. Instead, family offices and sovereign wealth funds are backing bigger bets, longer timelines and platforms that stretch across borders, often outside the constraints of the traditional 10-year fund model. READ MORE
Generative AI was the dominant theme of venture capital in 2023 and will likely continue to be this year. However, investment in the sector is likely to become more specialized.
A record $29.1 billion was invested across 691 generative AI deals last year, according to PitchBook data. This represents a 268.4% increase in deal value over 2022’s total. READ MORE
As Big Tech investments proliferate across emerging startups—advancing everything from AI to crypto to biotech—markets brim with promise of human progress through innovation. But when titans extend tentacles into rising potential competitors, what whispers echo from conference rooms with two-way mirrors? Emerging trends around influence through minority board positions should spur regulators to reassess antitrust frameworks developed long before today's complex web of strategic investments between dominant platforms and startups. READ MORE
Investments in AI are growing at an accelerated pace, according to a new report from the Organization for Economic Cooperation and Development (OECD). The Paris, France-based group found that the U.S. and China lead the growing wave of funding, taking in a combined 81% of the total amount invested in AI startups last year, while the European Union and U.K. boosted their backing but lag substantially behind. READ MORE