Impact Capital VC
AI Perspectives
Analysis from Impact Capital VC on venture capital, the AI boom and the rise of agentic AI.
The Jensen Huang investigation: what it could mean for the AI industryNvidia'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.
The AI capital supercycle: where venture money is really flowingAI now dominates venture capital. We map where the money goes — infrastructure, models and applications — and why the application layer is underpriced.
Why agentic AI is the next venture frontierChatbots answer questions; agents do work. Here is why agentic AI changes software economics and what investors should look for.
Beyond the foundation model: building moats in the application layerIf everyone can call the same model, where does defensibility come from? Data, workflow depth and distribution in unconventional niches.
Compute economics: how falling inference costs reshape AI startupsInference keeps getting cheaper while frontier training gets more expensive. What this split means for startup margins and strategy.
From search to answers: GEO and AEO as a new venture categoryAs people ask AI assistants instead of searching, brands need generative and answer-engine optimisation. Why this is a new market.
Valuation discipline in the AI boom: lessons from past cyclesEvery technology boom produces both lasting giants and expensive mistakes. How we stay disciplined while investing in AI.
Asia's AI corridor: why Singapore is a launchpad for agentic startupsSingapore combines research depth, regulatory clarity and access to diverse Asian markets — ideal conditions for agentic AI companies.
Scientist-founders: why researchers build the best agentic AI companiesPeer-reviewed research is becoming a commercial advantage. Why we look for founders who publish as well as ship.
Agentic AI for SMEs: automating cross-border growthSmall and mid-sized businesses could gain the most from AI agents. How agents can act as a marketing and export department.
Responsible AI as an investment criterionGovernance, transparency and privacy are not just compliance costs. Why we treat responsible AI as a source of long-term value.