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Be a Millionaire this 2026: These Secret AI Startups Need No Code, No Team, No Money (Just Timing) Guest Starring: Courtney Bissett, CEO of AMEX ISW 2026 rewards execution, not perfection. These five AI startup ideas are perfect for founders with big dreams but small wallets. From faceless education...

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Everyone keeps asking: "What's wrong with web3 gaming?" Spoiler: It's not cold start problems. It's not player retention. It's not lack of narrative. Web3 gave a generation of non-game developers access to millions in funding. They thought: “Let’s launch a token, spin up a studio, and build the next Fortnite… but with NFTs.” Reality: most had never built a real game before. So what happened? • Games got released way too early • Content was nonexistent • No real core loop, no polish • Empty lobbies from day one • And then they wondered: "Why aren’t players staying?" Because the games suck. The problem isn’t player liquidity or tooling. It’s that the people building these games had no business building games in the first place. They didn’t understand pacing, balance, content pipelines, or how to keep players engaged. A lot of Web3 games are just barely-playable prototypes disguised as live games. Why? Because these studios ran out of money before they were ready—or never scoped the game properly to begin with. And it’s not just the games. It’s the studios themselves. • No clear leadership. • No product vision. • No dev pipeline. • No publishing strategy. Just vibes, Discord mods, and Tokenomics spreadsheets. And you wonder why the token is going down only? Now enter AI. Cool tools. Great potential. But let’s be clear: AI doesn’t fix bad judgment. If you don’t know how to design and ship a good game, AI isn’t going to save you. It’ll just help you fail faster. The edge AI offers in this space is to the people who already know what they’re doing. A real game designer with AI is dangerous. AI can scale content, speed up dev time, automate workflows—yes. But none of that matters if the core game is still boring. If the team doesn’t understand games. If no one wants to play. TLDR: AI won't save Web3 gaming. But it might amplify the few studios that know what they’re doing. The rest? They'll just fail faster—with slightly smarter bots. I am still bullish on a select few web3 games, but the majority are going to die and for good reason. Rant over

Web3 Wesley

20,716 görüntüleme • 1 yıl önce

In 2026, Venture Capital will eat Private Equity It used to be that venture capital and private equity lived on two separate planets: VC = San Francisco PE = New York They targeted completely different universes of companies: --> PE - people heavy biz services, stable/low growth, predictable cashflows --> VC - tech-forward, high growth, high risk, massive TAM What was the playbook for B2B VC backed startups? --> Grow to unicorn scale by selling to other early adopter tech companies, then Fortune 500s XX> SMB and mid-market services - think field services, IT staffing, accounting, construction, recruiting - were always tough to sell into for startups Why? -->Thin margins, high labor costs, and small IT budgets >> But as AI eats labor, these businesses are in play << There are 3 ways where VC and PE are colliding: 1/ Private Equity funds will become channel partners for startups. PE funds are focused on financial engineering and cost optimization. Startups building AI products and services can sell across their portfolio to automate the backoffice and uplevel sales and marketing. PE funds have made AI their #1 strategic priority and have hired central leaders to oversee their portfolio adoption efforts 2/ PE portfolio pages are a startup idea menu Private equity will often buyout vertical software companies whose TAM didn’t allow venture scaled returns. As software evolves from data storage and collaboration to agents taking action and completing work, AI should massively expand the TAM for these categories. Founders will set their sights on unseating these legacy incumbents backed by private equity. All they have to do is look at their portfolio pages for category ideas 3/ AI Rollups This is one of the most direct ways that VC is eating PE VC backed AI platform businesses are not just selling software but acquiring legacy business services companies to own the value chain end to end. As an example, our a16z speedrun 🧊 company AgentAstra is acquiring freight forwarding services businesses with mostly debt and integrating AI deeply into their operations These companies aim to increase margins by at least 2x and make them “AI native” tl;dr - While the west coast, Patagonia-wearing VCs and the east coast, PE suits used to live in different universes, in 2026 with AI, I believe, those worlds converge

Troy Kirwin

187,210 görüntüleme • 7 ay önce

[New] from a16z a16z speedrun 🧊: The Outsider founders are winning the AI B2B race we used to say founder x market fit was everything but in this AI wave, Outsider founders who are AI native are outmaneuvering their industry veteran competitors just look at Tennr (healthcare), (finance), (logistics), Eve (legal) & Decagon (customer support)..... these are all Outsider founders w/ no prior experience in the verticals they now sell into so why is this? #1 - right now, AI technical excellency trumps industry expertise --> These founders combine AI fluency w/ exceptional problem solving skills to quickly map the inner workings of a vertical from an Outsiders perspective and how AI can automate that work --> many will bring on a "board of Insider advisors" early to help validate their approaches and leverage their rolodex #2 - new verticals w/out a scaled SaaS player are now in play --> Agentic AI products don’t just help workers become more efficient, they can take action and complete work autonomously --> Therefore companies can spend way more for these products as they don't just tap into IT budgets, they actually displace labor spend --> That means that offline verticals w/ historically small IT budgets and no vertical SaaS winners are now ripe for a venture scaled vertical AI disruptor = from food distribution to car dealerships to home services to agriculture, it will be Outsiders who will come in and automate the backoffice functions for these verticals #3 - the barriers for Outsiders to sell into the enterprise have dropped dramatically --> most companies have a tops-down mandate and dedicated budget to explore AI initiatives. They’re actively pulling new solutions into their organizations and open to experimenting with pilot partners --> for some products, where PLG and bottoms-up adoption makes sense, Outsiders can let their product and marketing strategies be their ticket into their buyer so, today, founder - market fit should be based on required skillsets to win in a space, not simply on tenure & domain expertise in a vertical here at a16z speedrun 🧊 we’ve invested in teams of exceptional Outsiders such as Artifact AI (accounting), Anchr (food distribution), Bead (SOX compliance) + many more if you’re a team of Outsiders primed to disrupt a boring business, head to sr [dot] a16z [dot] com to apply for speedrun

Troy Kirwin

81,833 görüntüleme • 11 ay önce