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Last year, in our Battery Ventures “State of the OpenCloud Report,” we predicted a coming AI “supercycle”—a profound technology platform shift akin to the Internet and cloud-computing revolutions that could unseat large tech incumbents and unlock trillions in market value. As 2025 draws to a close, we have the benefit of hindsight. We can now… Continue reading It’s Here: The AI Supercycle Has Arrived, With Profound Market Impacts and Important New Lessons for AI Founders – and We Are Just Getting Started
Recent Stories
Jan 1, 2026
We’re Literally Just Getting Started in AI + B2B. Here’s Why 2026 Is When It Gets Real.
I know, I know. You’ve been hearing about “AI transforming B2B” for two years now. Your LinkedIn feed is drowning in it. Every vendor has slapped “AI-powered” on their…
Jan 1, 2026Bernie Sanders and Ron DeSantis speak out against data center boom. It’s a bad sign for AI industry
Sen. Bernie Sanders has called for a data center moratoriu, while Gov. Ron DeSantis has pushed back on the AI industry in Florida.
Jan 1, 2026The Navan IPO Reminds Us: AI is On Fire. Everything Else in B2B? Still Really, Really Hard.
So Navan finally went public in Q4’25. After years of confidential filings, pushed timelines, and a rebrand from TripActions, they rang the bell on October 30th, 2025. And then the stock dropped 20…