Blog
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?
AI and the automation of work
ChatGPT and generative AI will change how we work, but how different is this to all the other waves of automation of the last 200 years? What does it mean for employment? Disruption? Coal consumption?
Vision Pro
What has Apple built, what is it for, what does it mean for Meta, and why does it cost $3,500? Check back in 2025.
Personalised learning: Edtech’s long-standing aspiration
LLMs and generative AI could change education for good
Netflix, Shein and MrBeast
What does Netflix have in common with Shein, and why is MrBeast more interesting than Disney Plus?
The New Gatekeepers
What do the macro shifts in tech have to do with the remake of commerce, and how Generative AI turns the hype cycle?
Evaluating SaaS metrics at Series A
Which SaaS metrics are most predictive of long-term success? A benchmark of the key metrics we look at in diligence.