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.