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▶ 19:28 · $OPENAI · Theory Ventures GP calls AI advertising critical to OpenAI success, predicts market larger than search and social

now playing · $OPENAI

$VERCELbullish· highjean grocer

Vercel COO details AI-native go-to-market with 32x ROI on internal agents

Vercel's fluid compute infrastructure and AI gateway enable cost-efficient agentic workflows, with internal sales development and support agents achieving 90%+ automation and 32x…

$THEORY-VENTURESbullish· mediumtomasz tunguz

Theory Ventures runs 2:1 engineer-to-investor ratio, automating deal analysis with AI agents

The firm employs more engineers than investors to build AI agents that analyze 3-4x more companies per year, automating first-pass filters, memo generation, and market mapping.

$CRM···bullish· mediumjean grocer

Vercel builds custom headless CRM front-end on Salesforce back-end for productivity gains

Enterprises are moving toward headless software architectures — keeping systems of record like Salesforce as back-ends while building custom AI-enhanced UIs on platforms like Verc…

$OPENAIbullish· hightomasz tunguz

Theory Ventures GP calls AI advertising critical to OpenAI success, predicts market larger than search and social

AI advertising will become a massive market exceeding search ($250B) and social ($263B) ads, and is essential for OpenAI to offset inference costs — similar to Netflix's ad tier —…

$SHOP···bullish· mediumjean grocer

Shopify board member predicts AI will expose commerce long tail and transform discovery

AI-powered search will surface niche merchants without large ad budgets, expanding the addressable commerce market, though consumers may retain desire to personally complete purch…

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