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Blog and Articles



The Two Moats that Actually Work in the AI Era
An interesting Crunchbase article last week looked at 576 venture-backed AI B2B companies and found that two competitive moats stand out: Counter-Positioning and Network Economies.


Bootstrapped Businesses Are More Relevant Than Ever
Don’t count bootstrapped businesses out. According to Crunchbase (https://news.crunchbase.com/) this week, bootstrapped businesses may become increasingly relevant in the age of AI. AI may be changing more than how companies build products. It may also change how they fund growth. As AI lowers the cost of building and deploying new products, what once required a larger engineering team and significant outside capital can increasingly be accomplished by smaller teams that buil


The Next Wave of AI Investing Is Taking Shape
Physical AI is attracting serious capital. Crunchbase (https://news.crunchbase.com/) reported this morning that venture funding into physical AI companies reached $47.4 billion in the first half of 2026. That's nearly 4x the comparable period last year. As AI investment accelerates into robotics, autonomous systems, and other capital-intensive businesses, strong technology alone won't be enough. Scaling these companies will require a strong financial foundation built on accur
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