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.

Palantir Was Right; Tech + Service = Ai Adoption

3 min read

Palantir Was Right; Tech + Service = Ai Adoption

Canals are a better metaphor for modern defensibility than moats.

2 min read

Canals are a better metaphor for modern defensibility than moats.

Moats are dead. Long live canals.

2 min read

Moats are dead. Long live canals.

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

OpenAI just made its Instagram/YouTube type acquisition

3 min read

OpenAI just made its Instagram/YouTube type acquisition

📊 The 2025 IPO Reality Check

7 min read

📊 The 2025 IPO Reality Check

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

3 min read

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

VC vs PE Performance: The Data Beneath the Narrative

7 min read

VC vs PE Performance: The Data Beneath the Narrative

The Era of Valuation Compression

5 min read

The Era of Valuation Compression

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