August 22, 2025

Flying narratives

work in progress

rounds and capital

founder's guide

further insights

  • Bessemer's top AI predictions for 2025
    • The browser will emerge as a dominant interface for agentic AI
    • 2026 will be the year of generative video
    • Evals and data lineage will become a critical catalyst for AI product development
    • A new AI-native social media giant could emerge
    • The incumbents strike back as AI M&A heats up
  • While Facebook might be "internet for old people", don't underestimate Zuck – he rolls and rolls, now Threads caught up with X in MAUs...

ecosystem