The Great AI Capital Reckoning: Inside the $60B Cursor Deal, Stripe’s Shopping Spree, and the Math Behind the $600B Frontier
Executive Overview The artificial intelligence economy has officially crossed the Rubicon from speculative R&D into hyper-accelerated corporate warfare. In a recent blockbuster episode of 20VC x SaaStr, host Harry Stebbings was joined by venture…
Cracking the Venture Code: The Relentless Mathematics Behind Returning a 3x VC Fund
Executive Overview To the uninitiated, the venture capital asset class appears to operate on a mixture of intuition, charisma, and fortune. New general partners (GPs) often ask a deceptively simple question when launching their inaugural vehicles: “How…
Inside Android Skills: The Strategy, Philosophy, and Engineering Behind Google’s AI Agent Framework
Executive Overview The landscape of mobile software development is undergoing a paradigm shift. With the rapid evolution of Large Language Models (LLMs) and autonomous AI agents, developers are no longer just writing code line by line—they are…