Blog
AI metrics
With every platform shift, we want to measure the growth but we’re confused about what to measure. That’s partly a problem of data and definitions, but it’s really a question about what this is going to be.
GenAI’s adoption puzzle
Generative AI chatbots might be a life-changing transformation in the nature of computing, that can replace all software, but so far, most of its users only pick it up every week or two, and far fewer have made it part of their lives. Is that a time problem or a product problem?
Our investment in Manas AI
We’re proud to back Manas AI to build the future of drug discovery
AI Agents Don’t Buy Seats—Why Your Pricing Should Follow Suit
Why you need to rethink your pricing for the agentic age
Transforming customer service with AI agents: Parloa raises $120M Series C at $1B valuation
We're excited to announce that Parloa has raised a $120M Series C, at a $1B valuation.
The AI summer
Hundreds of millions of people have tried ChatGPT, but most of them haven’t been back. Every big company has done a pilot, but far fewer are in deployment. Some of this is just a matter of time. But LLMs might also be a trap: they look like products and they look magic, but they aren’t. Maybe we have to go through the slow, boring hunt for product-market fit after all.
Looking for AI use cases
We’ve had ChatGPT for 18 months, but what’s it for? What are the use cases? Why isn’t it useful for everyone, right now?
Why we invested in Podcastle
Podcastle is giving superpowers to the next generation of content creators
Why we invested in Parloa
Fixing customer service one phone call at a time. The power of LLMs to enable the largest virtual customer service team in the world
Unbundling AI
ChatGPT and LLMs can do anything (or look like they can), so what can you do with them? How do you know? Do we move to chat bots as a magical general-purpose interface, or do we unbundle them back into single-purpose software? What are the products?
Scaling personalised support: LLMs and human empowerment
LLMs and generative AI can offer huge benefits in healthcare, education, and social outcomes – if deployed safely
The impact of LLMs on marketplaces
LLMs will enhance current marketplaces, allow for completely new exchange, and alter the economics of this business model.
LLM agents: the next platform shift in B2B software
The cloud defined the past two decades of B2B software. Agent-based applications could define the next two.
Generative AI and intellectual property
If you put all the world's knowledge into an AI model and use it to make something new, who owns that and who gets paid? This is a completely new problem that we've been arguing about for 500 years.
When tech says "no"
The tech industry always has a reason why any new laws or regulations are bad - indeed, so does any industry. They always say that! The trouble is, sometimes it’s true, and some laws are (or would be) disasters. So which is it? Well, there are three ways that people say ‘NO!’
LLM applications: an investing framework
We're witnessing an explosion of new generative AI applications. How do we navigate this emerging landscape?
Personalised learning: Edtech’s long-standing aspiration
LLMs and generative AI could change education for good