“All incumbents are gonna get nuked,” Marc Andreessen, co-founder of the venture capital firm Andreessen Horowitz, said. Or are they about to lead the AI era? AI isn’t killing services—it’s redefining them as the core, competitive advantage. The real winners will be the companies that can deliver outcomes at scale, not just build technology. As AI capabilities commoditize, the moat shifts to services: AI readiness, model optimization, and outcome ownership. That’s where value and growth will come from next: https://bit.ly/432t4xo See how the AI Services Era is reshaping what it means to win in tech. ⬆️ #AIEconomics #TechServices #AI #CustomerSuccess #PricingStrategy #TSIAInsights

Insightful listening to top AI investors at Generative Media Conference fal on what’s being realized today vs. what’s coming next. Interestingly takes are mixed on what AI delivered and what will future be like. Burkay Gur (CEO, fal) Justine Moore (AI Partner, Andreessen Horowitz) Steve Jang (Managing Partner, Kindred Ventures) Talia Goldberg (Partner, Bessemer Venture Partners) Arsham Memarzadeh (General Partner, Meritech Capital)

𝗗𝗼 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗥𝗲𝗮𝗹𝗹𝘆 𝗧𝗿𝘂𝘀𝘁 𝘁𝗵𝗲 𝗥𝗶𝘀𝗲 𝗼𝗳 𝗔𝗜? 📉 When Rightmove announced it would invest £18m in AI, the market wiped £1bn off its value in a single day. It’s a paradox we’re seeing across sectors: we talk about AI as the future, yet the moment a company actually backs that future with budget, investors flinch. 𝗦𝗼 𝘄𝗵𝗮𝘁’𝘀 𝗿𝗲𝗮𝗹𝗹𝘆 𝗵𝗮𝗽𝗽𝗲𝗻𝗶𝗻𝗴 𝗵𝗲𝗿𝗲? Are investors losing faith in AI itself, or just wary of short-term hits to profit? At Trimontium, we see this as the next big balancing act: progress vs profit, faith vs fundamentals. The companies that will win aren’t the ones who chase hype or protect margins at all costs, but those that can integrate AI without losing financial discipline. In our latest piece, we explore what the Rightmove reaction tells us about investor psychology, corporate storytelling, and how trust in AI will shape the next phase of growth. 👉 Read the full analysis: https://lnkd.in/ec2v2Xm8 #AI #InvestmentStrategy #DataInsights #DigitalTransformation #InvestorRelations #Trimontium

AI is everywhere right now, and it's changing venture capital fast. Numbers like these make it clear. But beyond the hype, where are the real opportunities? Which problems are ready to be solved, and which ideas will actually stick? We’d love to hear your thoughts. What do you see as the real potential in AI beyond the headlines? #Ignyte #AI #VentureCapital

Corporate Venture Capital Rising Corporate investors are becoming increasingly active, particularly in AI. Their involvement brings both distribution power and strategic alignment, but also potential dependencies. Founders must weigh carefully whether strategic capital complements or constrains their long-term vision. #CorporateVC #VentureCapital #AI #StrategicInvestment #StartupGrowth #GravityIncubator

Steve Rigby argues the #AI boom is a bubble, citing massive investment and the inevitable bursting of every previous technology bubble, like the dot-com era. He believes AI companies must acknowledge this risk, focus on practical, valuable #technologies to survive the correction, and avoid the failures of past overhyped ventures.

Cohort 20 just became the first VC program powered entirely by artificial intelligence. Every LP relationship. Every deal analysis. Every market assessment. All enhanced by AI that processes 10,000x more data than human pattern recognition alone. Don't think like yesterday's VCs. Work alongside models that will dominate tomorrow's venture landscape. The VCs who refuse to use AI will be replaced by VCs who master AI. There is a massive difference. The future of venture capital is not human vs AI. It's human plus AI. Are you ready to become superhuman?

In today’s fast-paced venture capital world, balancing technology with human intuition is more important than ever. AI tools have transformed how data is analyzed, but the true value lies in combining this with real human understanding. Successful firms don’t just rely on algorithms; they dig deeper to grasp the passion and vision behind each opportunity. Relationships remain at the heart of investment personal connection and ethical values can’t be replaced by machines. Continuous learning and adaptation keep firms nimble and ready to navigate market shifts. The smartest VCs blend AI’s power with the irreplaceable wisdom of experience. #neurobay #venturecapital #ai #artificialintelligence #ethicalinvesting #investmentstrategy

AILY LABS has raised $80 million to expand its AI decision intelligence platform. The funding round was led by FPV Ventures, with participation from Insight Partners, J.P. Morgan, and other investors. The investment will help Aily Labs scale its global presence and enhance its AI capabilities to provide faster and smarter decision-making for Fortune 500 companies. Aily Labs' CEO, Bianca Diana Anghelina, said the funding will enable the company to advance its AI agents and decision intelligence LLM, transforming enterprise performance globally. Read more: https://lnkd.in/gSmANYXc 📰 Subscribe to the weekly AI Funding News Newsletter: https://lnkd.in/enH99b34 #ai #artificialintelligence #ainews #aifunding

You can be cautious about bubbles and still be optimistic about AI’s real impact. Bezos shows how to hold both ideas at once. He believes we're living through the biggest entrepreneurial moment in history. And he argues that, over time, AI becomes infrastructure: - quality goes up - productivity goes up - and every sector benefits Not overnight and not evenly, but inevitably. Rapid change favours nimble businesses, and AI is accelerating that change faster than anything we've seen. If you’re sceptical, give this a quick listen. If you’re already bought in, it sharpens the why. Want a link to the full video? Just let me know.