Directions Brain

Tag: investor-thesis

28 items with this tag.

Jun 27, 2026
Andreessen Horowitz
Jun 27, 2026
Entrée Capital
Jun 27, 2026
Sequoia Capital
Jun 27, 2026
Team8
Jun 27, 2026
Agents Weaken Software Moats
Jun 27, 2026
AI-Native Products Must Move Company Growth
Jun 27, 2026
Autopilots Capture Services Budget
Jun 27, 2026
Copilots Converge Into Autopilots
Jun 27, 2026
Intelligence Heavy Work Automates Before Judgement Heavy Work
Jun 27, 2026
Living Context Layers Become AI Infrastructure
Jun 27, 2026
Outsourced Intelligence Work Is Best Autopilot Wedge
Jun 27, 2026
Seat-Based SaaS Pricing Erodes
Jun 27, 2026
Token Usage Outcome Pricing Captures AI Growth
Jun 27, 2026
Alon Huri
Jun 27, 2026
David George
Jun 27, 2026
Julien Bek
- vc
- investor-thesis
Jun 27, 2026
Foundation Labs Monetization Shift
Jun 27, 2026
Full-Stack AI Vertical Services
Jun 27, 2026
Software Refounding Pressure
Jun 27, 2026
Vertical AI TAM
May 16, 2026
Alon Huri — Marketing is the biggest problem AI hasn't solved. How Growth Hacking should look in the AI era (May 2026)
May 09, 2026
Alon Huri — The gap between a regular company and an AI-Native Company is the gap between a company that survives and one that doesn't (May 2026)
May 01, 2026
Enterprise AI Spend Map (May 2026)
Mar 23, 2026
There are only two paths left for software
Mar 06, 2026
Alon Huri — SaaS is dead. The next entrepreneur revolution is replacing the professional services with AI (March 2026)
Mar 05, 2026
Services: The New Software
Jan 30, 2026
Alon Huri — Sell hammers or open a carpentry shop? Full-stack AI startups (January 2026)
Jan 09, 2026
Alon Huri — The next stage of AI won't talk to you, it will act for you (January 2026)

Created with Quartz v4.5.2 © 2026

GitHub
Discord Community