Madrona + AI: What We Believe

October 10 2023 - Madrona AI Graphic

AI and Generative AI are changing the world. This is our thesis on AI — how we think it will evolve, how it will shift the entire industry, and how to position you and your company to be a winner, no matter where you play. Based on over ten years of investing in AI and helping founders and their teams build their ideas into lasting companies, we map out the markets, offer our POV on the opportunities ahead, and talk to the founders who are building now.

Breaking Conventional Wisdom: Jama Software’s Blueprint for Profitable Growth Archon’s Jamie Lazarovits on Unlocking the Full Power of Antibodies With AI Beyond the Model: Taking AI From Prototype to Production with Unstructured’s Brian Raymond

Market Maps

June 5, 2024
by Jon Turow
The Rise of AI Agent Infrastructure
October 20, 2023
by Palak Goel and Karan Mehandru
Moving to Production: The Playbook for Personalizing GenAI Apps
June 1, 2023
by Palak Goel, Jon Turow and Matt McIlwain
The Generative AI Stack: Making the Future Happen Faster

More Insights

October 29, 2024
by Soma Somasegar and Sabrina Wu
How AI is Rewriting the SaaS Playbook
June 5, 2024
by Jon Turow
The Rise of AI Agent Infrastructure
September 10, 2024
by Matt McIlwain
Big Tech’s AI Spend: Fuel for the Startups That Will Shape the Future
February 22, 2024
by Matt McIlwain
The Most Important AI Model Is The Business Model
April 3, 2024
by Steve Singh
Transforming Corporate Travel: An Open Roadmap to Fixing a Broken System
June 26, 2023
by Matt McIlwain
The Question Every CEO is Asking: What is Our Generative AI Strategy?
March 29, 2023
by Jon Turow and Luis Ceze
The Android Moment of AI: Open Source Models are Just Getting Started
March 6, 2023
by S. Somasegar, Aseem Datar and Palak Goel
Foundation Models: How Startups Win With Generative AI
March 20, 2023
by Matt McIlwain
Game On in the Generative AI Stack

Interested in Intelligent & Generative AI —
Check out the 2024 IA Summit Recordings

Summit Recordings

Voices at the Forefront

In our podcast, Founded & Funded, we explore generative AI with founders, thought leaders, experts, and Madrona investors.

August 27, 2024   |  31:20
Deepgram Founder Shares Strategies for Scaling and Outmaneuvering Big Tech
August 14, 2024   |  35:27
Temporal Founders Bet on Open Source and Developers to Build Invincible Applications
June 11, 2024   |  41:46
Building Predibase: AI, Open-Source, and Commercialization with Dev Rishi and Travis Addair
May 29, 2024   |  37:47
Read AI’s David Shim on Making Meetings More Efficient With Intelligent Agents
April 17, 2024   |  31:01
Building a Modern Database: Nikita Shamgunov on Postgres and Beyond
March 5, 2024   |  27:52
How Writer CEO May Habib Is Making GenAI Work For the Enterprise
January 9, 2024   |  30:07
The Evolution of Enterprise AI: A Conversation with Arvind Jain
February 6, 2024   |  36:46
Dust Founders Bet Foundation Models Will Change How Companies Work
April 5, 2023   |  23:03
GitHub CEO Thomas Dohmke on Generative AI-powered Developer Experiences

We invest in people and ideas —
for the long run.

We are active, full-stack partners who roll up our sleeves to help founders turn ideas that are conceptual into businesses that are exceptional. If you are a founder building applications, models, tooling, or something else in the space of generative AI/foundation models, we’d love to chat.

Meet our investors How we invest