Trace Cohen's Vertical Ai Investor Newsletter
Everything Vertical Ai B2B Enterprise SaaS
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They are starting to really lean in and fill the gaps as LPs to ensure true early stage pre/seed investing gets back on track soon
No one ever got fired for investing in Tier 1 VC
A guide for emerging managers trying to find, pitch and close LP investors
Fund are actually pretty complex but when they work, everyone wins!
Without them, there really wouldn't be a true pre-seed and seed stage market
Why Family Offices Must Evolve From Direct Investors to Strategic LPs
What the newest Carta data actually reveals about how venture funds operate
A new dataset of category-defining companies reveals where AI value is actually accumulating — and why the next decade will belong to founders building inside high-stakes industries.
The Gap Between Early Survival and the $10B+ Boss Level
How AI Is Quickly Reshaping the Enterprise Stack From the Outside in
The enduring advantage in AI will come from domain expertise, workflow integration, and trust
Big Tech’s $112B quarter proves that the world is constructing the physical backbone of intelligence
Why Every Company Must Now Manufacture Outcomes, Not Just Display Data
We still need to stay pragmatic and realistic though about expectations
Why America’s Ai boom isn’t a bubble, it’s an amalgamation of steel, silicon, and raw power.
The dot-com era was tiny revenue and big stories. Today is trillions in revenue, real capex, and physical constraints. AI is infrastructure, not hype.
How to invest at the earliest stages of the new agentic world we now live in
Laying the Foundation Now for the AI-Driven World Ahead
