PeoplePortfolioPatterns

AI and everything else

Published on
December 5, 2023
by
Benedict Evans
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AI and everything else

The challenges of investing in AI

Why we invested in Podcastle

Remaking the App Store

Why we invested in Parloa

AI and everything else

Unbundling AI

Scaling personalised support: LLMs and human empowerment

The impact of LLMs on marketplaces

LLM agents: the next platform shift in B2B software

Generative AI and intellectual property

When tech says "no"

LLM applications: an investing framework

AI and the automation of work

Vision Pro

Personalised learning: Edtech’s long-standing aspiration

Netflix, Shein and MrBeast

The New Gatekeepers

Evaluating SaaS metrics at Series A

ChatGPT and the Imagenet moment

Why We Invested in Vektor AI - a Platform Unlocking Mentoring for Tech Talent

Ways to think about a metaverse

Powering Personalisation: Why We Invested in Ninetailed

Meet Johannes Barth - Mosaic's New Head of Analytics

The creator economy: a power law

Rocket ships and tractors

Within and tech M&A

Back to the trend line?

There’s no such thing as data

Now what? A Letter to Founders on How to Survive a Bear Market

What do Europe’s leading founders have in common?

Introducing Chandar Lal, Mosaic’s new Principal

AI for code: the next frontier in software development?

TV, merchant media and the unbundling of advertising

‘Google meets Which’: cost of living data platform Nous raises $9m

Privacy on the internet: what comes next?

Tech questions for 2022

Three Steps To The Future

Nexar is building a ‘digital twin’ of cities using crowdsourced dash cam data

Notes on newsletters

B2B marketplaces: what comes next?

When big tech buys small tech

Metabrand

Blockchain says it posted $1.5 billion in revenue this year

Metaverse! Metaverse? Metaverse!!

Privacy on the internet: who cares?

Reimagining the future of buy-to-let. Why we invested in GetGround.

Stepping out of the firehose

A decade of the Tim Cook machine

Why We Invested in Lightyear

Mainframes, ML and digital transformation

Ads, privacy and confusion

Do App Store Rules Matter?

Why we invested in Zerion

Unleashing the potential of the extended workforce. Why we invested in Utmost.

Integrative SaaS: A new OS for the workplace?

Antitrust posturing

The Potential of Real Time Trade Finance. Our investment in Hokodo

Boxes, trucks and bikes

Apple, Fedex and the cookie apocalypse

Can Apple change ads?

Does Amazon know what it sells?

Resetting the App Store

The challenge of cross-border arbitrage: How to scale exchange and commerce platforms across Europe

A second ‘DeFi Summer’? The next phase of Decentralised Finance

Step changes in ecommerce

Is content moderation a dead end?

Crossing the pond: Decoding US vs UK startup funding, with Kindred’s Maria Palma

Machine learning meets creative content

Amazon's private labels

Picks and shovels for ecommerce

How to pitch your early-stage start up to investors with Mosaic Partner, Toby Coppel

Crypto with Morgan Beller, #futureofmoney

Outgrowing software

Do Amazon ads bring in more cash than AWS?

Retail, rent and things that don't scale

Shopify

Paying for news

Fertile futures: on the decentralization of reproductive health

The year 2021 will bring DeFi into adolescence

The Great Unbundling

Why we invested in Indeez

Online speech and publishing

Europe, Unicorns and Global Tech Diffusion - The End of the American Internet

Platforms, bundling and kill zones

E-commerce growth during lockdown

Q&A with Habito's Daniel Hegarty

Our Slush Workshop: A Fintech Founder's playbook for uncertain times

Crypto protocols: in search of the emerging winners

What is your market?

Our Manifesto

Machine intelligence and legal contracts: why now?

Ecommerce discovery

Preclinical drug discovery: does software eat the CRO?

A new operating system for work: our investment in Qatalog

Procurement software: crossing the chasm

Amazon's profits, AWS and advertising

What tech regulation can teach us

Trust in a time of anti-trust: lessons from big tech

The ecommerce surge

What if we broke up big tech?

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