https://impact-capital.vc/en/perspectives/Analysis from Impact Capital VC on venture capital, the AI boom and the rise of agentic AI.enhttps://impact-capital.vc/en/perspectives/nvidia-ceo-investigation-ai-industry-impact/https://impact-capital.vc/en/perspectives/nvidia-ceo-investigation-ai-industry-impact/Mon, 09 Nov 2026 08:00:00 +0000Nvidia's board is investigating CEO Jensen Huang after he admitted an affair. We assess the key-person, export-control and supply-chain implications for the AI industry.https://impact-capital.vc/en/perspectives/ai-capital-supercycle-venture-funding/https://impact-capital.vc/en/perspectives/ai-capital-supercycle-venture-funding/Wed, 14 Oct 2026 08:00:00 +0000AI now dominates venture capital. We map where the money goes — infrastructure, models and applications — and why the application layer is underpriced.https://impact-capital.vc/en/perspectives/why-agentic-ai-is-the-next-venture-frontier/https://impact-capital.vc/en/perspectives/why-agentic-ai-is-the-next-venture-frontier/Wed, 02 Sep 2026 08:00:00 +0000Chatbots answer questions; agents do work. Here is why agentic AI changes software economics and what investors should look for.https://impact-capital.vc/en/perspectives/application-layer-moats-beyond-foundation-models/https://impact-capital.vc/en/perspectives/application-layer-moats-beyond-foundation-models/Tue, 21 Jul 2026 08:00:00 +0000If everyone can call the same model, where does defensibility come from? Data, workflow depth and distribution in unconventional niches.https://impact-capital.vc/en/perspectives/compute-economics-ai-startups/https://impact-capital.vc/en/perspectives/compute-economics-ai-startups/Wed, 10 Jun 2026 08:00:00 +0000Inference keeps getting cheaper while frontier training gets more expensive. What this split means for startup margins and strategy.https://impact-capital.vc/en/perspectives/from-search-to-answers-geo-aeo-venture-opportunity/https://impact-capital.vc/en/perspectives/from-search-to-answers-geo-aeo-venture-opportunity/Tue, 28 Apr 2026 08:00:00 +0000As people ask AI assistants instead of searching, brands need generative and answer-engine optimisation. Why this is a new market.https://impact-capital.vc/en/perspectives/valuation-discipline-in-the-ai-boom/https://impact-capital.vc/en/perspectives/valuation-discipline-in-the-ai-boom/Tue, 17 Mar 2026 08:00:00 +0000Every technology boom produces both lasting giants and expensive mistakes. How we stay disciplined while investing in AI.https://impact-capital.vc/en/perspectives/singapore-asia-ai-corridor-venture/https://impact-capital.vc/en/perspectives/singapore-asia-ai-corridor-venture/Tue, 03 Feb 2026 08:00:00 +0000Singapore combines research depth, regulatory clarity and access to diverse Asian markets — ideal conditions for agentic AI companies.https://impact-capital.vc/en/perspectives/scientist-founders-agentic-ai/https://impact-capital.vc/en/perspectives/scientist-founders-agentic-ai/Tue, 09 Dec 2025 08:00:00 +0000Peer-reviewed research is becoming a commercial advantage. Why we look for founders who publish as well as ship.https://impact-capital.vc/en/perspectives/agentic-ai-smes-cross-border-commerce/https://impact-capital.vc/en/perspectives/agentic-ai-smes-cross-border-commerce/Tue, 21 Oct 2025 08:00:00 +0000Small and mid-sized businesses could gain the most from AI agents. How agents can act as a marketing and export department.https://impact-capital.vc/en/perspectives/responsible-ai-governance-investment-criterion/https://impact-capital.vc/en/perspectives/responsible-ai-governance-investment-criterion/Tue, 16 Sep 2025 08:00:00 +0000Governance, transparency and privacy are not just compliance costs. Why we treat responsible AI as a source of long-term value.