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Investigating the Overlooked

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Reports explain the now. Trends explain the path. Analysis explains why the thing everyone already accepts as given is actually true — a curated causal chain, not a computed rollup.
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Three Venture Firms Have Three Different Theories of Where the Market Is Wrong. None of Them Is Actually Why the Money Moved.
Data gets cheaper every year. Diligence gets more automatable every year. What doesn't commoditize is decades of proximity to specific people. A look at three real funds, and the actual mechanism sitting underneath their theses.
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Three Venture Firms, Three Completely Different Theories of Where the Market Is Wrong
A firm that recruits 19-year-olds as scouts, a firm that only backs unproven first-time founders, and a firm built entirely around one demographic's systematic underpricing are not doing the same job three different ways. Each one is betting the market is broken in a specific, different place.
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IBM Filed More AI Patent Applications in 2023 Than Google or Microsoft. Its Own AI Platform Holds a 0.05 Percent Share of the Market It Spent a Decade Patenting.
IBM topped a February 2024 industry count of AI-related U.S. patent applications, filing more in 2023 than Google or Microsoft individually -- the direct result of a 2020 decision to stop chasing overall patent-count leadership and focus filings on AI, hybrid cloud, security, and quantum computing instead. Newly loaded USPTO filing records confirm the pattern down to individual applications and grant numbers. IBM's own commercial AI platform, watsonx.ai, is estimated to hold roughly 0.05 percent of the market those patents describe.
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