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Industry analysis

Choose your tool: Pre-packaged AI workflows or autonomous AI agents?

What’s the future of productivity: Pre-programmed, AI-enabled workflows or fully autonomous, general-purpose AI agents? There are currently two schools of thought in the AI industry when it comes to the near future of AI agents: One perspective thinks that AI Read more…

By Andreas Goeldi, 3 weeks ago April 26, 2025
General

The Fourth Wave: How AI is Reshaping Software Business Models

The software industry is a very dynamic environment. According to some estimates, there are currently over 27,000 active SaaS companies, and the number keeps growing. With all this activity, it’s easy to forget that the current business model of software Read more…

By Andreas Goeldi, 10 months ago July 12, 2024
Entrepreneurship

The many S-Curves of AI

Even for experts, it’s currently very hard to make sense of the incredibly rapid and dramatic trends in the AI market. But that’s not surprising for a massive new tech wave. The tech industry doesn’t move in a linear fashion. Read more…

By Andreas Goeldi, 1 year ago May 1, 2024
Entrepreneurship

What we can learn about the Generative AI market from the lessons of the dot-com boom

Anyone who (like me) was around for the original Internet boom of the late 1990s and is now witnessing the hype around Generative AI can’t help but see quite a few similarities. To be clear, I have absolutely no doubt Read more…

By Andreas Goeldi, 2 years ago September 9, 2023
Entrepreneurship

Is Generative AI a dud?

Nine months after the release of ChatGPT, this is a question that suddenly quite a few people are asking. AI luminaries such as Gary Marcus and François Chollet as well as respected industry analysts such as Ben Evans are openly Read more…

By Andreas Goeldi, 2 years ago August 29, 2023
General

Can AI replace VCs? Three experiments

We’re currently hearing a lot about how generative AI, particularly large language models like ChatGPT, could replace white-collar knowledge workers. And venture capitalists are, at least in a large part of their job, knowledge workers. So which parts of a Read more…

By Andreas Goeldi, 2 years ago May 5, 2023
Entrepreneurship

Entrepreneurship and ambition: Europe has a lot of catching up to do

Entrepreneurship is the most important driver of our economy. People who dare to leave the security of a salaried job and start their own company are probably the greatest source of innovation, growth and creativity. In addition to ideas, market Read more…

By Andreas Goeldi, 3 years ago October 21, 2022
Entrepreneurship

The 10 mistakes most founders make in a downturn

By now we probably all understand that the current market situation in the tech industry is not just a blip, but likely a serious downturn that could last many months or even years. I’ve been through two downturns as a Read more…

By Andreas Goeldi, 3 years ago May 21, 2022
Startups

Three truly rare skillsets that startups need

What are the roles in a tech startup that are hardest to hire for? Most people would probably immediately say “software engineers”, and that’s correct from an absolute point of view. Tech startups need many engineers, and everybody is competing Read more…

By Andreas Goeldi, 3 years ago February 20, 2022
Entrepreneurship

Technical people and entrepreneurial risk

How can we in Europe motivate more technical people to take risks as founders? A pattern I’m hearing worryingly often from seed-stage startups is this: “We don’t have a technical co-founder yet, but we have identified a CTO who will Read more…

By Andreas Goeldi, 3 years ago February 20, 2022

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