The State of Venture and AI: Rule-Breaking Agents, Half-Trillion-Dollar Code, and M&A Minefields
Executive Overview In this week’s high-profile venture capital breakdown, industry heavyweights Harry Stebbings, Rory O’Driscoll, and Jason Lemkin convened to dissect the tectonic shifts rocking the software and AI ecosystems. From consumer agents blatantly circumventing Terms of Service (ToS) to fuel hyper-growth, to Jensen Huang’s declaration of AGI anchored by a half-trillion-dollar coding economy, the…
