Be sure not to miss our newest episode🎙with Akash Bajwa, Investor at Earlybird VC! Delve into investment criteria, founder skill sets, and the shifting landscape of AI-driven software. cloudreturns.cloudratings.com/episodes/akash… #AIInvesting #saas

📨 latest edition: - an update of B2B AI Interest Index (Dec = underwhelming; caveat = seasonality) - a software x AI investing podcast w/ Akash Bajwa - content from Insight Partners CB Insights G2 OnlyCFO The Vestless VC

"Visiting Failed Startup Graveyard" Worthwhile clip from my podcast w/ Akash Bajwa on how VCs assess / diligence early stage founders Including how deeply they've explored the graveyard of failed earlier startups share.snipd.com/snip/f69e5cb0-…

💡The EntrepreneursTalk@Bayes series continues this evening, where guests discuss their business journeys with Axel Threlfall, Editor-at-large Reuters UK. Axel is joined by Anthony Rose, CEO SeedLegals and Akash Bajwa, Investor Earlybird VC

The M^0 whitepaper is live. M^0 is an on-chain protocol, as well as a set of off-chain standards and APIs, that allows multiple issuers to mint a fully fungible cryptodollar: M. Minters connect to the protocol to manage the supply of M. Validators support the process

My recent podcast with Akash Bajwa on all things investing in AI at the early stage For later listening, all platforms here: cloudreturns.cloudratings.com/episodes/akash…

And that is my advise for, as it always has been, for people building at the app layer: it has to be new and different just as it always has unless you can be so so so so much better or so so so so much cheaper, though beware the cheaper race to the bottoms

Thrilled to continue working hard on the mission to be the best partner to early stage founders in Europe! It's all the more fun to do it with my amazing team Earlybird VC and the great founders I've had the fortune of working with to date!

The Analogy to Mobile circa 2012 The first phase of mobile apps translated web 1.0/2.0 apps onto the mobile web interface. But the second wave of apps really started to deeply understand what was uniquely possible through mobile as a technology and platform. (14/)

ServiceNow has maintained one of the highest revenue growth endurances over a long period of time. Is there any software company that is better? From $130m in revenue to $10.6B in 13 years

Conversation w/ Arthur Mensch CEO of Mistral AI Figma *Mistral models *OS & opencore AI *Fine tuning, context windows,... *Vertical AI models *EU & French startup scene

Was a pleasure speaking to the Aiven CRO David Wyatt, formerly VP EMEA for Databricks and MuleSoft about outcome-based selling! akashbajwa.substack.com/p/outcome-base…

Folks are just now starting to realize that the next level for AI systems will be reinforcement learning, not just more imitation learning on human data. Think about where that drives the value of human data... (and why compute keeps mattering so damn much).

Maybe there are little flat spots along the way, but AI in 5 years will be ridiculously capable compared to AI today.

Glad to be collaborating with Akash Bajwa on an extensive breakdown of how knowledge graphs play a role in RAG systems. We cover: - Where Knowledge Graphs play a role in the Advanced RAG tech-stack - Public companies using knowledge graphs as part of their GenAI strategy - Why

Really well stated. x.com/the_ai_investo…

Is there a DARPA for Europe? I know Matt Clifford was working on something.