Geeks Of The Valley Newsletter

The Rise of AI-Driven Solutions in Venture Capital

Venture Radar

Mar 8 • Geeks Of The Valley Newsletter

AI-Native Software and the Repricing of Enterprise Workflows

Venture Radar

Mar 3 • Geeks Of The Valley Newsletter

Stablecoins and the Gradual Rewiring of Cross-Border Settlement

Venture Radar

Mar 2 • Geeks Of The Valley Newsletter

The Structural Repricing of SaaS in the Age of AI Agents

Venture Radar

Mar 2 • Geeks Of The Valley Newsletter

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Own the Agent Layer: Big Tech’s Quiet Consolidation of AI Autonomy

Venture Radar

Mar 2 • Geeks Of The Valley Newsletter

January 2026

Own the Diner Relationship: Wonder’s Strategic Absorption of Claim

Venture Radar

Jan 20 • Geeks Of The Valley Newsletter

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Compute Dominance at Scale: Nvidia’s $20 Billion Groq Strategy

Venture Radar

Jan 5 • Geeks Of The Valley Newsletter

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December 2025

Agents at Scale: Meta’s Bid to Own the Distribution Layer of Consumer AI

PLUS: ZoomInfo-acquired founder building the AI-decision layer for enterprises.

Dec 30, 2025 • Geeks Of The Valley Newsletter

Infrastructure Meets Intelligence: Google’s Bid to Become the Operating System for AI Agents

PLUS: Cursor acquires AI code review startup Graphite

Dec 22, 2025 • Geeks Of The Valley Newsletter

Distribution Meets IP: The New Monopoly of Storytelling

PLUS: Spotify-acquired founder building something new

Dec 9, 2025 • Geeks Of The Valley Newsletter

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Strategic Control: Owning the AI Enterprise Stack

PLUS: Former Head of Product Design at Revolut Building Something New

Dec 1, 2025 • Geeks Of The Valley Newsletter

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November 2025

The New Venture Advantage: Controlling the Internet’s Attention

PLUS: Former Shopify Executive Building Something New

Nov 24, 2025 • Geeks Of The Valley Newsletter