At TechCrunch Disrupt, solo investor Elad Gil said AI remains unpredictable but several segments now have clear frontrunners. He identified foundational model providers such as Google, Anthropic, OpenAI, Meta, xAI and Mistral as dominant, and noted AI‑assisted coding, medical transcription and customer‑support tools are also converging around a handful of firms. Gil pointed to fintech, accounting, AI security and other areas as still wide open, emphasizing that enterprise enthusiasm for AI can generate rapid revenue while long‑term sustainability remains uncertain. Read more →

Venture capital firms are targeting the $16 trillion services sector with a strategy that blends AI automation and roll‑up acquisitions. General Catalyst has earmarked $1.5 billion for a “creation” model that incubates AI‑native companies, then uses them to buy mature service firms and boost margins. Portfolio examples include Titan MSP, which received $74 million to develop AI tools and automate 38 percent of managed‑service tasks, and Eudia, a legal‑service platform that leverages AI for fixed‑fee contracts and has acquired Johnson Hanna. Other investors such as Mayfield and solo backer Elad Gil are backing similar approaches. A recent study warns of “workslop”—AI‑generated work that creates extra labor—potentially tempering margin gains, but proponents argue the model’s profitability and the need for specialized AI engineers make it a compelling new frontier for venture capital. Read more →