Pundit
Jeremiah Owyang
4 receipts • Tracked since Apr 2026
General Partner at Blitzscaling Ventures and longtime tech industry analyst focused on AI agents and emerging tech.
Affiliations
No firm affiliations on record.
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4 receipts
2025
1 prediction- Jan 22, 2025Too early to tell.“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- Dec 10, 2024Called it.“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).
- Nov 4, 2024Partially right.“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.
- Sep 15, 2024Partially right.“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.