Everything's changed. Here's how to reach $100m at venture speed.
AI's Trillion-Dollar Opportunity: Sequoia AI Ascent 2025 Keynote
The Scaling Era: An Oral History of AI, 2019–2025
An inside view of the AI revolution, from the people and companies making it happen.
Pacing the Frontier
A statement from over 1000 employees of frontier AI companies
AI Was Made for RevOps
A new wave of GenAI and AI agents opens the door to faster, smarter, more scalable revenue teams—and higher revenue growth.
AI Agents Will Be The Key To Achieving ROI From AI
AI agents are emerging as a crucial type of application for enterprises looking to derive more value from their AI investments in the near term.
Resetting on engineering expectations in the age of AI
I’m accepting new sponsorships for The Modern Leader for 2026. If you’re interested (or you think your company may be interested), you can learn more here.
The Scaling Era: An Oral History of AI, 2019–2025
An inside view of the AI revolution, from the people an…
Startups Target the Tricky Task of Making AI Seem More Human
Simulated human behavior companies raise millions
Request for Proposals: The Launch Sequence | IFP
Apply to our rolling effort to find, scope, and build the most important projects to prepare the world for advanced AI
Meet Foundry: An AI Startup that Builds, Evaluates, and Improves AI Agents
Presentations — Benedict Evans
Every year, I produce a big presentation exploring macro and strategic trends in the tech industry. New in May 2025, ‘AI eats the world’.
AI is probably not a bubble
AI companies have revenue, demand, and paths to immense value
AI is probably not a bubble
AI companies have revenue, demand, and paths to immense value
AI Benefits - But at What Cost?
In 2026 we can all agree that AI and agentic development are certainly exciting topics which many see yielding great productivity gains. But as the investor-subsidized pricing of these services gives way to realistic and profitable business models, where will the real costs land?
OpenAI finalises $10 billion joint venture with PE firms to deploy AI - The Economic Times
OpenAI has launched a new venture, The Deployment Company. It has secured over $4 billion from 19 investors. This company will focus on helping businesses integrate OpenAI's AI software. The venture is valued at $10 billion and will be controlled by OpenAI. This move aims to boost AI adoption across various sectors. Rival Anthropic is also exploring similar strategies.
