“The most interesting layer for venture capital. ~20 application layer companies with $1Bn+ in revenue were created during the cloud transition, another ~20 were created during the mobile transition, and we suspect the same will be true here
When a market borders on oversupply, it’s a great time to be on the demand side, and build something on top of it.
Given that the latest models can incorporate large amounts of context into their reasoning, work through complex multi-step processes, and even manipulate existing software and websites (and robots?), we then look at the spaces where there is the most context, and the most complex processes (with the most at stake), and the most desire to turn a tool into a role.
• Founders should be deeply familiar with the problems faced by their customers — Products that deliver value quickly and are aligned with well-defined users
Have you figured out a new interface or form factor that makes the connection between users and machines better, faster, more fun?
