Trace Cohen | Trace Cohen's Vertical Ai Investor Newsletter

Oliver Buchannon

Trace Cohen

Memes, Family Offices, Angel/LP in 30+ pre seed startups and funds.

Inside 49 VC Funds: The Data Behind Venture Capital’s Scale Problem

5 min read

Inside 49 VC Funds: The Data Behind Venture Capital’s Scale Problem

Agents, Stablecoins, and the “Death of Interchange”

7 min read

Agents, Stablecoins, and the “Death of Interchange”

Value Add VC is Live!

4 min read

Value Add VC is Live!

I think, therefore I build

5 min read

I think, therefore I build

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

7 min read

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

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

7 min read

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

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

6 min read

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

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

7 min read

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

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

4 min read

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

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

5 min read

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

My 10 Predictions for AI in 2026

5 min read

My 10 Predictions for AI in 2026

Enterprises Now Have to BUY Because They Can’t BUILD

5 min read

Enterprises Now Have to BUY Because They Can’t BUILD

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

7 min read

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

140 Vertical AI Startups Worth over $120B Are Reshaping the Industrial Economy

5 min read

140 Vertical AI Startups Worth over $120B Are Reshaping the Industrial Economy

Pre-Seed and Seed Startups Need to Know the Game They’re Playing

7 min read

Pre-Seed and Seed Startups Need to Know the Game They’re Playing

The Great Reorg of Enterprise Saas in The New Ai World

8 min read

The Great Reorg of Enterprise Saas in The New Ai World

Why Depth, Not Scale, Will Define the Next Generation of Ai Winners

6 min read

Why Depth, Not Scale, Will Define the Next Generation of Ai Winners

Welcome to The Compute Age: MAG7 Earnings and the Infrastructure Boom

9 min read

Welcome to The Compute Age: MAG7 Earnings and the Infrastructure Boom

From Containers to Factories: The Great AI Reindustrialization of Software

8 min read

From Containers to Factories: The Great AI Reindustrialization of Software

The AI Bubble Isn't Going To Pop - Building the Foundations of Intelligence Takes Time

9 min read

The AI Bubble Isn't Going To Pop - Building the Foundations of Intelligence Takes Time

The Trillion-Dollar AI Backbone: The Next Great Industrial Evolution

8 min read

The Trillion-Dollar AI Backbone: The Next Great Industrial Evolution

This Is Not 1999: Stop Calling It a Bubble

9 min read

This Is Not 1999: Stop Calling It a Bubble

Vertical AI: Investing in the Foundations of the Future

15 min read

Vertical AI: Investing in the Foundations of the Future

The Trillion-Dollar Bet: Building the Infrastructure for an Agentic Future

9 min read

The Trillion-Dollar Bet: Building the Infrastructure for an Agentic Future

Rate Cuts, Venture Markets, and the AI Super-Cycle

7 min read

Rate Cuts, Venture Markets, and the AI Super-Cycle