Affiliated voices (1)
- Jeremiah Owyang
General Partner · 5 receipts
— From this firm —
Filed receipts
2025
1 prediction- “Expect a meaningful AI funding correction in 2026 as foundation-model economics force consolidation.”
Mixed signals through Q1 2026: late-stage AI valuations softening but mega-rounds continue at the frontier.
2024
3 predictions- “Startups will increasingly adopt "AI-paced scaling" — staying lean by using AI to handle work historically requiring large headcount.”
Confirmed by 2025 trend of "tiny team, huge revenue" AI-native startups (Cursor, Midjourney, ElevenLabs reaching massive ARR with <100 staff).
- “A new software category — AROW (Agent Relationship Optimization Workflow) — will emerge to help brands manage relationships with AI agents.”
While the specific 'AROW' category did not emerge, the underlying need for managing and optimizing workflows with AI agents materialized as 'Multi-Agent Workflow Optimization (MAWO)', as evidenced by the rise of multi-agent systems in enterprise processes.
- “AI agents will become a new class of customer that brands must market to and serve directly.”
AI agents became a new class of customer in B2B contexts, with significant direct engagement as evidenced by Salesforce's Agentforce success, but did not emerge as a distinct consumer-facing customer segment for direct marketing.
2021
1 prediction- “Market prediction, January 2021: "Social audio skyrockets due to quarantine during 2021 and beyond."”
Clubhouse peaked in February 2021 and collapsed within a year; social audio survived only as absorbed features (X Spaces) rather than as a skyrocketing category.