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10 postsThe most boring sector in investing is set to become one of the biggest. AI will soon turbocharge $3 trillion in spend. For 30+ years, professional services businesses (law firms, consulting firms...
AI is breaking the productivity bundle owned by Microsoft/Google for decades. We mapped 50+ startups reshaping it. Everyone's talking about AI features. But they're missing the real shift. AI is...
OpenAI just launched ChatGPT Health. Here's what changes (and what doesn't) for healthcare AI startups: The good news: Massive validation. 200 million people already ask ChatGPT health-related que...
At Fortune Brainstorm AI yesterday, Steve Jang and I unpacked the undeniable AI stack shift (even even as valuations hit eye-watering highs) with the always-incisive Allie Garfinkle. One point I k...
3 visionary CEOs Olivier Pomel (Datadog), Minna Song (EliseAI), Thomas Dohmke (ex-GitHub) and I sat down at Founders Forum yesterday in NYC to discuss the future of AI agents. These leaders are no...
Healthcare may be the hardest vertical for AI. And right now, it's entering its make-or-break phase. At HLTH USA this week, I joined Kanyi Maqubela (Kindred Ventures) and John Beadle (Aegis Ventu...
We mapped 80+ of the hottest AI companies building in healthcare. A new generation of startups is rebuilding the system from first principles–spanning intake & documentation, care delivery, diagno...
Spoke at Fortune #BrainstormTech this week on the explosive growth of AI startups and how VC funding is evolving to keep up. A few key takeaways from the conversation: - Competition is fierce for...
$250M Series E. $2.2B+ valuation. Led by Andreessen Horowitz. Here’s why we’re doubling down on EliseAI delivering real-world AI at scale. Healthcare and housing account for nearly 40% of U.S. ho...
We just co-led a $122M Series D in a vertical AI leader. Blue J is bringing real generative AI to tax - not a wrapper, but a reasoning engine. Why now? AI won't replace accountants or lawyers...
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