Top decile venture returns require 12-14 year hold periods (Flywire 2010-2022, Cabify 2012-present). No secondary liquidity for most positions. Investors must size checks to tolerate total…

AI scaling laws drive 100K-1M GPU clusters where GPU-to-GPU communication becomes primary bottleneck. Electrical Ethernet hits physics limits (attenuation, power). Optical circuit switches…

Call centers and web analytics are first verticals where AI agents replace humans but create new supervision burden. Humans cannot monitor 100% of AI interactions (sampling 2-3%). AI superv…

Sora-class models now produce 30s+ coherent video. Market will segment: Freepik/Creative (ad/ecom images), HeyGen/Synthesia (short clips), InVideo (education), Mito (collaborative multiplay…

Da Vinci robots generate structured video + instrument telemetry — ideal training data for surgical AI. Current joystick control maps directly to autonomous policy learning (like FSD). AI s…

Function Health demonstrates consumer willingness to pay $1K/yr for quarterly multi-omic panels (blood, urine, full-body MRI) analyzed by AI for trend detection pre-symptom. 400K subs in US…