Code generation tools like Cognition and Cursor are the first AI applications showing real ROI and revenue traction, with Anthropic's B2B revenue scaling 20x to $4B in 12 months, signaling…

Unlike prior bubbles, current AI infrastructure capex is funded by the highly profitable 'Magnificent Six' reinvesting cash flows, not leveraged speculators or junk bonds, suggesting a heal…

Marketing optimization represents 'machine learning on steroids' where AI dramatically improves targeting and efficiency, with portfolio companies Liftoff and Insider demonstrating real ado…

Traditional data companies are being transformed by AI integration, creating step-change value, exemplified by Israeli portfolio company VI.

China's entrepreneurial drive — fueled by a generation scarred by the Cultural Revolution — creates exceptional work ethic and innovation; GA is increasing exposure after 5 years underweigh…