Home

Trace Cohen's Vertical Ai Investor Newsletter

Everything Vertical Ai B2B Enterprise SaaS

Written by

Trace Cohen

Follow me here

Featured Posts

What LPs Should Consider When Investing in Emerging VC Managers

Oct 9, 2024

•

8 min read

What LPs Should Consider When Investing in Emerging VC Managers

Fund are actually pretty complex but when they work, everyone wins!

Trace Cohen

Family Offices Are The Backbone of Emerging Managers and Early Stage Startups

Nov 27, 2024

•

6 min read

Family Offices Are The Backbone of Emerging Managers and Early Stage Startups

Without them, there really wouldn't be a true pre-seed and seed stage market

Trace Cohen

The Bifurcation of Early-Stage Venture: Why Family Offices Hold the Key to Outperformance

May 14, 2025

•

6 min read

The Bifurcation of Early-Stage Venture: Why Family Offices Hold the Key to Outperformance

Why Family Offices Must Evolve From Direct Investors to Strategic LPs

Trace Cohen

Why Most LPs Are Playing it Safe Right Now

May 15, 2024

•

9 min read

Why Most LPs Are Playing it Safe Right Now

No one ever got fired for investing in Tier 1 VC

Trace Cohen

Understanding The Family Office World To Fundraise More Effectively Part 1

Sep 25, 2024

•

9 min read

Understanding The Family Office World To Fundraise More Effectively Part 1

A guide for emerging managers trying to find, pitch and close LP investors

Trace Cohen

Family Offices Are Going To Save VC Emerging Managers

Jul 17, 2024

•

7 min read

Family Offices Are Going To Save VC Emerging Managers

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

Trace Cohen

Latest Posts

Tech

It Was the Best of Times. It Was the Worst of Times.

Feb 4, 2026

•

7 min read

It Was the Best of Times. It Was the Worst of Times.

Venture, SaaS, and Startups in the AI Era

Trace Cohen

Tech

Why Did Capital One Just Spend $5B+ to Buy Brex?

Jan 28, 2026

•

7 min read

Why Did Capital One Just Spend $5B+ to Buy Brex?

The quiet battle for the future of digital payment rails

Trace Cohen

Tech

SaaS isn’t dead. It just isn’t the main character anymore.

Jan 21, 2026

•

6 min read

SaaS isn’t dead. It just isn’t the main character anymore.

We need to build castles now to protect our data, not moats to protect the business

Trace Cohen

It Was the Best of Times. It Was the Worst of Times.

Venture, SaaS, and Startups in the AI Era

Trace Cohen

Tech

Jan 28, 2026

•

7 min read

Why Did Capital One Just Spend $5B+ to Buy Brex?

The quiet battle for the future of digital payment rails

Trace Cohen

Tech

Jan 21, 2026

•

6 min read

SaaS isn’t dead. It just isn’t the main character anymore.

We need to build castles now to protect our data, not moats to protect the business

Trace Cohen

Tech

a16z, Fund Size, and the Math of Outsized Venture Returns

Jan 14, 2026

•

7 min read

a16z, Fund Size, and the Math of Outsized Venture Returns

Why scale does not break venture returns when ownership, duration, and market structure change

Trace Cohen

Why Enterprise AI Adoption Is Low, Slow, and Mostly Invisible

Jan 7, 2026

•

4 min read

Why Enterprise AI Adoption Is Low, Slow, and Mostly Invisible

The tools work. The users are ready. The institutions are the bottleneck.

Trace Cohen

Nvidia "licensed" Groq for $20B - Hire & License 2.0 Is Back!

Dec 31, 2025

•

5 min read

Nvidia "licensed" Groq for $20B - Hire & License 2.0 Is Back!

Why Big Tech Needs Capability Now, Why Everyone Gets Paid, and Why This Has Become the Default Liquidity Path in AI

Trace Cohen

Dec 24, 2025

•

5 min read

My 10 Predictions for AI in 2026

How AI, infrastructure, and ambitious builders create the next decade of innovation

Trace Cohen

Tech

Enterprises Now Have to BUY Because They Can’t BUILD

Dec 17, 2025

•

5 min read

Enterprises Now Have to BUY Because They Can’t BUILD

Internal teams cannot replicate specialized technology, data moats, and domain expertise fast enough to stay competitive.

Trace Cohen

Tech

The Great, Good, Bad & Ugly of VC Fund Economics

Dec 10, 2025

•

7 min read

The Great, Good, Bad & Ugly of VC Fund Economics

What the newest Carta data actually reveals about how venture funds operate

Trace Cohen

...

Featured Posts

What LPs Should Consider When Investing in Emerging VC Managers

Family Offices Are The Backbone of Emerging Managers and Early Stage Startups

The Bifurcation of Early-Stage Venture: Why Family Offices Hold the Key to Outperformance

Why Most LPs Are Playing it Safe Right Now

Understanding The Family Office World To Fundraise More Effectively Part 1

Family Offices Are Going To Save VC Emerging Managers

Latest Posts

It Was the Best of Times. It Was the Worst of Times.

Why Did Capital One Just Spend $5B+ to Buy Brex?

SaaS isn’t dead. It just isn’t the main character anymore.

Archive

It Was the Best of Times. It Was the Worst of Times.

Why Did Capital One Just Spend $5B+ to Buy Brex?

SaaS isn’t dead. It just isn’t the main character anymore.

a16z, Fund Size, and the Math of Outsized Venture Returns

Why Enterprise AI Adoption Is Low, Slow, and Mostly Invisible

Nvidia "licensed" Groq for $20B - Hire & License 2.0 Is Back!

My 10 Predictions for AI in 2026

Enterprises Now Have to BUY Because They Can’t BUILD

The Great, Good, Bad & Ugly of VC Fund Economics

Trace Cohen's Vertical Ai Investor Newsletter