Bessemer's State of AI 2025 Report

Bessemer Venture Partners recently released their State of AI 2025 Report, a space exploration manual for the AI software era. With AI now the dominant software force, let's dive into what Dave "CAC" Kellogg and Ray "Growth" Rike took away from the report in today's episode:

• The key differences in performance metrics between AI Supernovas and Shooting Stars
• Why Vertical AI companies have a unique opportunity to outperform horizontal AI companies in the early days
• The importance of building a structured Proof of Concept or Pilot program into your customer acquisition process
• The top 5 predictions for the AI market in 2026
• Top 10 takeaways for Native-AI founders and executive leaders

The top five predictions from the report for AI in 2026 include:

1. The browser will emerge as a dominant interface for agentic AI
2. 2026 will be the year of generative video
3. Evaluations and data lineage will become a critical catalyst for AI product development
4. A new AI-native social media giant could emerge
5. The incumbents strike back as AI M&A heats up

For the best listening experience, open the Bessemer Venture Partners State of AI 2025 report and follow along as Dave and Ray discuss the highlights.

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