VCs writing shallow thought leadership pieces has become too common. They don't seem to yet realize everyone has figured it out for what it is - self serving.
It's a very biased take too, as if it's already clear modern AI is on the level of the internet. If they believe this honestly, I'd say they are in a bubble.
Modern AI is impressive, sure, but comparing it to the invention of the internet itself? It's too early to come to such conclusions imo.
- The lists at the bottom (Generative AI Marketing Map). Bunch of companies I had never heard of. At the very least it gives me an idea of what somebody who is pouring out hype for AI looks at.
Marketing Map and Model Stack. Give nice little summaries by topic.
Maybe it's just hype marketing, but I liked two things:
(1) The industry overview infographics. I'm not very familiar with the quickly-changing application layers of AI, so it's nice to see what are the noteworthy companies in the various slices (at least according to this particular VC), and explore some of them a bit more.
(2) I also think the retention point and related metrics are interesting, and maybe some of the metrics are hard-to-find / not very public (? not sure about that). It starkly paints the current challenge in the space.
Don't get me wrong, it's a great piece of marketing for them too.
And basically they're saying - if you can claim one of these little boxes on our infographics, and/or have solved the retention challenge, then we'll fall all over ourselves to invest in you (just like any other VC). So it's a great move on their part.
