
The latest themes, trends, and news in the world of intelligent applications
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As 2025 comes to a close, it’s always fun to look back on the year and grade our predictions. It’s clear the AI landscape feels meaningfully different than it did in 2023 or 2024. Those earlier years, following the explosive arrival of Chat...
In our last post “The Great AI Premium”, we explored whether there was an AI bubble in the public markets. Our conclusion was that while public companies that have been dubbed as “AI winners” (e.g. Nvidia, Broadcom, Google etc.) have seen m...
It’s no surprise that AI companies - both public and private - have been the darlings of investors this year. The enthusiasm has been so intense that the question “Are we in an AI bubble?” seem to be everywhere.
Over the past month, there’s been a flurry of activity on the browser front. With OpenAI’s Atlas, Perplexity’s Comet, Microsoft’s Copilot Mode in Edge, Anthropic’s Claude for Chrome, and Atlassian’s acquisition of The Browser Company, a cle...
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The writers behind this newsletter.
Partner at Madrona
Investor at Madrona
I am a Seattle-based investor at Madrona working with entrepreneurs to explore exciting innovative technologies across verticals.
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