Blog
ChatGPT and the Imagenet moment
The wave of enthusiasm around generative networks feels like another Imagenet moment - a step change in what ‘AI’ can do that could generalise far beyond the cool demos. What can it create, and where are the humans in the loop?
Why We Invested in Vektor AI - a Platform Unlocking Mentoring for Tech Talent
Founded by ex Meta Anna Buldakova and Victor Buldakov, Vektor AI uses matching technology to connect tech talent with experienced mentors.
Ways to think about a metaverse
Your boss wants a metaverse strategy, but what would that be, and what does metaverse even mean?
Powering Personalisation: Why We Invested in Ninetailed
We believe that Ninetailed will make website personalisation far more accessible than ever – unlocking new revenue for digital businesses of all kinds.
Meet Johannes Barth - Mosaic's New Head of Analytics
Johannes will play a crucial role in helping us streamline and automate our investment process.
The creator economy: a power law
Where does power really lie in the creator economy value chain, and which are the most attractive market segments?
Within and tech M&A
The US is fundamentally rethinking its approach to regulating competition, and M&A, and tech, and big tech buying startups. The FTC’s attempt to block Meta from buying Within is a test case for all of this. So, how many interesting problems can we count?
Back to the trend line?
The Covid Rotation turns, and ecommerce penetration is back to the trend line. But which trend line, and which penetration?
There’s no such thing as data
Data is the new oil, we are told. Every country needs a data strategy, and all of us should own our data, and be paid for it. But really, there is no such thing as data, it’s not yours, and it’s not worth anything.
Now what? A Letter to Founders on How to Survive a Bear Market
Mosaic’s co-founder and partner Toby Coppel shares his view on how the market volatility impacts venture capital and gives advice to founders on how to survive a bear market.
What do Europe’s leading founders have in common?
Are there some founders who are more likely to build a Unicorn? We analysed 197 founding CEOs of European unicorns, to uncover patterns in their backgrounds and previous experience.
AI for code: the next frontier in software development?
As large language models are applied to code, we can give ‘superpowers’ to developers. Could this transform the way we build software in the coming decades?
TV, merchant media and the unbundling of advertising
Amazon’s ad business is bigger than YouTube and more profitable than AWS. Shein is the biggest fast-fashion retailer in the US, with no stores. US pay TV subscribers have fallen by a third. Where do ad budgets go, where does rent go, and how many brands will there be?
‘Google meets Which’: cost of living data platform Nous raises $9m
London-based fintech Nous has raised $9m (£6.6m) in a seed funding round to develop its platform for aggregating the cost of living data in areas such as energy, insurance and broadband.
Privacy on the internet: what comes next?
Will there be a “killer app” that gives individuals sovereignty over their online identities – at global scale? And what is the role of startups in a domain contested by governments and Big Tech alike?
Tech questions for 2022
Sometimes the centre of gravity in tech is very clear, but as we enter 2022 there are lots of areas where trillion dollar questions are wide open. These are the questions I wonder about today, from crypto to cars to fast fashion - there are others.
Three Steps To The Future
Exploring macro and strategic trends in the tech industry. This year, ‘Three Steps to the Future’.
Nexar is building a ‘digital twin’ of cities using crowdsourced dash cam data
Nexar, a company best-known for its line of smart dash cams, has raised $53 million in a Series D financing round led by Qumra Capital. The funds will be used, in part, to scale its “digital twin” service built off crowdsourced dash cam footage for automotive OEMs and cities.