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Investing in and Building AI, Data & Enterprise Technology Companies.

Featured Insights

Enterprise Software Is Replatforming with AI

Enterprise Software Is Replatforming with AI

What Public Markets Can Tell Us About Value Creation in Private AI

What Public Markets Can Tell Us About Value Creation in Private AI

The AI Transition: Rewiring Work, Life, and the Global Economy

The AI Transition: Rewiring Work, Life, and the Global Economy

How to pitch your startup in 30 minutes (initial introductory meeting) in 8 steps

How to pitch your startup in 30 minutes (initial introductory meeting) in 8 steps

How to pitch your startup under 10 minutes

How to pitch your startup under 10 minutes

Demystifying the Cap Table

Demystifying the Cap Table

The Discipline of Business Updates

Generative AI x Knowledge Graphs

Making meaningful investments

How to build A+ team?

A note on due diligence as a VC

How startups can navigate 2023?

How to Drive Customer Loyalty?

Defensibility in AI Applications

Weekly Briefing

25
May
Joyce Shen’s picks: musings and readings in AI/ML, May 25, 2026

Joyce Shen’s picks: musings and readings in AI/ML, May 25, 2026

5-minute weekly must-read on data science and artificial intelligence news, funding, and research, curated by Joyce J. Shen.
2 min read
18
May
Joyce Shen’s picks: musings and readings in AI/ML, May 18, 2026

Joyce Shen’s picks: musings and readings in AI/ML, May 18, 2026

5-minute weekly must-read on data science and artificial intelligence news, funding, and research, curated by Joyce J. Shen.
2 min read
11
May
Joyce Shen’s picks: musings and readings in AI/ML, May 11, 2026

Joyce Shen’s picks: musings and readings in AI/ML, May 11, 2026

5-minute weekly must-read on data science and artificial intelligence news, funding, and research, curated by Joyce J. Shen.
2 min read
04
May
Joyce Shen’s picks: musings and readings in AI/ML, May 4, 2026

Joyce Shen’s picks: musings and readings in AI/ML, May 4, 2026

5-minute weekly must-read on data science and artificial intelligence news, funding, and research, curated by Joyce J. Shen.
3 min read
20
Apr
Joyce Shen’s picks: musings and readings in AI/ML, April 20, 2026

Joyce Shen’s picks: musings and readings in AI/ML, April 20, 2026

5-minute weekly must-read on data science and artificial intelligence news, funding, and research, curated by Joyce J. Shen.
2 min read
13
Apr
Joyce Shen’s picks: musings and readings in AI/ML, April 13, 2026

Joyce Shen’s picks: musings and readings in AI/ML, April 13, 2026

5-minute weekly must-read on data science and artificial intelligence news, funding, and research, curated by Joyce J. Shen.
2 min read
06
Apr
Joyce Shen’s picks: musings and readings in AI/ML, April 6, 2026

Joyce Shen’s picks: musings and readings in AI/ML, April 6, 2026

5-minute weekly must-read on data science and artificial intelligence news, funding, and research, curated by Joyce J. Shen.
2 min read
30
Mar
Joyce Shen’s picks: musings and readings in AI/ML, March 30, 2026

Joyce Shen’s picks: musings and readings in AI/ML, March 30, 2026

📌 Musings and Readings “Google Translate’s real-time headphone translations feature expands to iOS and more countries” (Link) “Building next-horizon AI
2 min read
23
Mar
Enterprise Software Is Replatforming with AI

Enterprise Software Is Replatforming with AI

Software refreshes roughly every 15–20 years. We may be inside a fourth refresh cycle, with AI technologies being absorbed
3 min read
23
Mar
Joyce Shen’s picks: musings and readings in AI/ML, March 23, 2026

Joyce Shen’s picks: musings and readings in AI/ML, March 23, 2026

📌 Musings and Readings “AI Is Rewriting the Old Rules of Google Search and SEO” (Link) “Cursor admits its new coding
2 min read