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Oliver Buchannon
Trace Cohen

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

Palantir Was Right; Tech + Service = Ai Adoption

3 min read

Palantir Was Right; Tech + Service = Ai Adoption

ByTrace Cohen
Canals are a better metaphor for modern defensibility than moats.

2 min read

Canals are a better metaphor for modern defensibility than moats.

ByTrace Cohen
Moats are dead. Long live canals.

2 min read

Moats are dead. Long live canals.

ByTrace Cohen
New The Software Meltdown Isn’t a Cycle. It’s a Reset.post

3 min read

New The Software Meltdown Isn’t a Cycle. It’s a Reset.post

ByTrace Cohen
OpenAI just made its Instagram/YouTube type acquisition

3 min read

OpenAI just made its Instagram/YouTube type acquisition

ByTrace Cohen
📊 The 2025 IPO Reality Check

7 min read

📊 The 2025 IPO Reality Check

ByTrace Cohen
I Wrote A Book; The Value-Add VC Handbook!

3 min read

I Wrote A Book; The Value-Add VC Handbook!

ByTrace Cohen
VC vs PE Performance: The Data Beneath the Narrative

7 min read

VC vs PE Performance: The Data Beneath the Narrative

ByTrace Cohen
The Era of Valuation Compression

5 min read

The Era of Valuation Compression

ByTrace Cohen
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

ByTrace Cohen
Agents, Stablecoins, and the “Death of Interchange”

7 min read

Agents, Stablecoins, and the “Death of Interchange”

ByTrace Cohen
Value Add VC is Live!

4 min read

Value Add VC is Live!

ByTrace Cohen
I think, therefore I build

5 min read

I think, therefore I build

ByTrace Cohen
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.

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

7 min read

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

ByTrace Cohen
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.

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

7 min read

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

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

4 min read

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

ByTrace Cohen
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!

ByTrace Cohen
My 10 Predictions for AI in 2026

5 min read

My 10 Predictions for AI in 2026

ByTrace Cohen
Enterprises Now Have to BUY Because They Can’t BUILD

5 min read

Enterprises Now Have to BUY Because They Can’t BUILD

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

7 min read

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

ByTrace Cohen
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

ByTrace Cohen
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

ByTrace Cohen
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

ByTrace Cohen
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Trace Cohen's Vertical Ai Investor Newsletter

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