“AI will fade away like crypto and Web3. It’s just hype.”  Gen AI tools hit 800M+ WAU. Peak crypto ownership wasn’t even close. AI will be way stickier.        ChatGPT alone has reached massive global adoption in under two years. At crypto’s peak, global ownership estimates ranged around 600–700 million holders — impressive, but largely concentrated in investment activity rather than daily utility. The scale and nature of AI adoption make this boom structurally different from

Technology diligence often evaluates systems in isolation. Investors lose money when systems and teams fail at moments that cannot be reversed.  We focus on execution risk at irreversible moments. Ownership change. Integration inflection points. Leadership transitions. Capital raises and recapitalizations. That is where capital is most exposed. That is where Techquity operates. For many investors, the most dangerous window begins after close, when capital is committed, expect

One of the goals behind Techquity is to share the expertise of our partners, largely cultivated in the US, with investors and companies across the globe. Although I recognize that not everyone agrees with me on this, I feel it is far too easy to bask in the security, prosperity, and technological progress we’ve made in the US and imagine that things are similar in other parts of the world. But they aren’t.  Without taking a political position and despite our challenges, it’s

For twenty years, enterprise SaaS vendors have optimized for human operators. They addressed pain points acute enough to convince their customers' finance teams to underwrite the expense. Once entrenched, they optimized UIs, simplified onboarding flows, and counted seats. The model worked because humans were comfortable clicking through interfaces, forgiving enough to interpret ambiguous API documentation, and paying on a per-user basis made sense. Now the target user is evol

Three words on the minds of AI builders over the last twelve months are Model Context Protocol, abbreviated as MCP. Heralded as the “HTTP of AI”, MCP is a public and open set of protocols that can be used to dictate how an AI model interacts with other digital actors — websites, applications, databases, and other AI models. The cool kids are all busy building MCP servers. These act as gateways and traffic cops for AI use, ensuring that an AI agent or application can only acce