The Emerging Vertical AI Landscape, And Our Vertical AI Market Map By Aileen Lee and Matt Lu, Cowboy Ventures At Cowboy Ventures, we’re excited about a coming wave of “vertical AI” software companies. Historically, ‘vertical software’ — aka software purpose-built for a specific industry like construction, home healthcare or supply…

By Team Cowboy (Aileen, Robby, Jill, Allegra & Matt) Every fall, our team gets together for an investment team offsite. We reflect on learnings from investments to date, trends in seed investing, areas ripe for innovation, each teammate’s goals, and much more. With the backdrop of tragedy in Israel and…

By Aileen Lee and Allegra Simon, Cowboy Ventures Every quarter, the Cowboy Ventures team gets together to compare notes on industry trends in areas like AI, security, dev tools, fintech and vertical SaaS. Given how many in tech today have never lived through a downturn, we recently revisited the dot…

Sharing some quick reflections, and ways to potentially help by AileenLee, Cowboy Ventures The month of May is nationally recognized in the US as Asian American Heritage month. …

Companies want to use generative AI, but they need new infrastructure tools to make it happen By Matt & Robby Generative AI has taken the tech industry by storm. In Q1 2023, a whopping $1.7B was invested into gen AI startups as hundreds of millions of users adopted applications like…

By Matt Lu & Robby In 2020, our team shared resources on how to break into venture capital. That post generated a lot of interest and we received feedback that it helped folks understand how to recruit into and be successful as an entry-level venture capital investor. …

Investors’ definition of ‘greatness’ has changed — this is what founders need to know By: Robby Historically, there has been no clear playbook for open source metrics, benchmarks, and timeline to paid product. Prior to the 2022 downturn, many open source companies could raise Series A (and even Series B)…

Part 2: Deciding on the Right Open Source Business Model Welcome to Part 2 of our series on Making Money from Open Source. This post focuses on open source business models, and how project creators might think about the revenue and company potential for their projects. For Part 1 on…

By Team Cowboy (Aileen, Robby, Jillian, Ted, Allegra, Matt, & Mae) At Cowboy Ventures, our mission is to back the most promising seed stage companies, while having a positive impact on the communities around us. As we celebrate our 10th year, we’re thrilled to announce $260M raised for two new…