For the last two decades, the default answer to every business problem was: buy another specialized cloud tool. CRM for sales, helpdesk for support, HRIS for people, BI for reporting. Something for procurement, planning, workflow automation, contract management, and then some integration layer like Zapier to pull the pieces together Read more…
Here we go again: Another fight for platform dominance. This time it’s of course about winning in the AI race. Anthropic’s launch of Claude Managed Agents this week is the clearest signal yet that the AI market has entered a new phase. This is not just another model release. It Read more…
The AI industry currently produces new startups in something that is probably best described as a Cambrian explosion. We have seen this frantic pace of company creation before in other technology waves, such as the dot-com boom of the late 90s and the SaaS boom of the early 2010s. Nobody Read more…
Unpopular opinion: While everyone talks about AI’s ability to efficiently produce cognitive deliverables — such as writing code, creating content, and analyzing data — a massive opportunity is hiding in plain sight: coordination. Some studies suggest that up to 50%-60% of employees’ time in large corporations is spent coordinating rather Read more…
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 as a service is already the third fundamentally different way Read more…
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 that generative AI is a generational technological breakthrough and will Read more…
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 postulating that Gen AI might not be the civilization-changing, business-disrupting Read more…
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 VC’s job could AI take over? To start with the Read more…