AI/ML

AI adoption is accelerating within enterprises, creating a growing opportunity for application software companies....

Carli Stein, Investor at M12 focused on AI startups across the stack, explores how smaller language models, robust security tools, and improved testing methodologies will enable broader AI adoption....

Vertical AI SaaS presents a prime opportunity for startups, fueled by increasing customer dissatisfaction with legacy tools. Karthik Ramakrishnan, Partner at IVP, assesses opportunities for startups to disrupt traditional workflows that offer tremendous market potential....

Dave Mullen, Partner at SVB Capital, details why ‘Built Data’ – a coinage of Big Data in its next generation form – will be the critical mechanism that unlocks the power of AI for global enterprises....

Vig Chandramouli, Partner at Oak HC/FT, examines opportunities for solutions that enhance productivity, improve patient outcomes, and reduce unnecessary costs across many facets of the healthcare industry....

How we approach differentiating durable AI investments amidst emerging trends and incumbent threats....

Jill (Greenberg) Chase, investor at CapitalG, assesses the feasibility of several business models amid a massive wave of funding into the AI/ML space. Across different delivery modes and business models, large standalone businesses will be built on differentiation....

John Cowgill, Partner at Costanoa Ventures, points to some of the more overlooked and contrarian business models within this closely watched ecosystem. As the space matures, competition between emerging companies and quick-to-adopt incumbents will determine the winners...

Kira Noodleman, partner at Bee Partners, examines how M2ML solutions will drive a new wave of digitization in manufacturing, supply-chain networks, home construction, healthcare, and more....

Alex Fayette, partner at ACME Capital, explains why innovations around intelligent automation, synthetic biology, and raw input economics will provide the answers to a growing list of complex issues affecting supply chains, wealth distribution, energy resources, environmental health, and more....

Tengbo Li, partner at ICONIQ Capital, dives into how vertical SaaS companies can evolve to leverage modern, cloud-based data infrastructure and AI/ML to enhance the value prop of their solutions, and the massive opportunity for companies operating in this market....

The generative AI models that are transforming everything from gaming to art will also have an outsize impact in healthcare and life sciences....

As the hype around AI/ML applications drives R&D and funding to all-time highs, there are new opportunities for players building infrastructure....

Misha Gordon-Rowe, principal at Susa Ventures, assesses how vertical AI companies can find long-term defensible strategies....

Nnamdi Iregbulem, partner at Lightspeed Venture Partners, explores how democratizing software development and investing in productivity tools can make teams more efficient and attract more developers to the industry....

With the rise of serverless technology, engineers can now more easily leverage the scale of the cloud. Patrick Chase, partner at Redpoint Ventures, examines how serverless computer companies will make the future of software development possible....

Lotti Siniscalco, partner at Emergence Capital, evaluates the “hybrid work pyramid of needs,” and dives into 4 key areas: culture & employee engagement, internal communication, the in-office experience, and real estate utilization....

Chris Abshire, senior associate at Toyota Ventures, explains how Foundation Models set the stage for generative AI tools and their ability to complete cognitively-demanding and creative tasks....

Grace Chou, partner at Maveron, examines how the growing influence of trends like side hustles and upskilling will create a future in which work is far more multifaceted than in the past....

The last generation of consumer apps sought to capture time and attention. The next generation will free up consumers’ time. Kathryn Weinmann, vice president at Norwest Venture Partners, explores key tailwinds driving this shift and potential impacts....

Corinne Riley, investor at Greylock Partners, explores how intelligent GTM tools could enable “best-of-breed” sales applications and improve top-line performance for organizations....

Vivian Cheng, principal at CRV, explores how new players can use technology like AI and innovative distribution models to win over the consumer. In an increasingly digital world, consumers are more willing than ever before to embrace new products and technologies....

The transition to cloud-based infrastructure is being powered by infrastructure, DevOps, machine learning, and security tools. Sai Senthilkumar, principal at Redpoint Ventures, explains key innovation drivers within cloud infrastructure....

Grace Isford, partner at Lux Capital, dives into why it’s such an exciting time for the AI/ML industry and the enduring infrastructure to power the “tens of thousands” of possible applications out there....

ML infrastructure is entering its third phase, moving beyond the inner circles of AI researchers and ML specialists....