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market analysis
8 posts on market analysis from prest0 insights, strategic insights for agent builders.
- is ai in a bubble? part 2 - time to prepare is now — welcome to part two of our AI bubble analysis.
- is ai in a bubble? (time to prepare is now) — founders keep asking if AI is in a bubble. valuations are overheated, funding memos sound identical, and yet the usage curves refuse to slow down.
- the AI infrastructure bottleneck keeping me up at night — here's what keeps me up at night: the world wants always-on AI agents, but our infrastructure roadmap is still stuck in yesterday's assumptions.
- the agentic AI window just opened. it's closing faster than you think. — For 18 months, agentic AI lived in a gap between the hype cycle and real adoption. That gap just closed.
- OpenAI's $1 trillion ipo just fired the starting gun — OpenAI is preparing for a $1 trillion IPO—potentially the largest in history. This isn't just another tech company going public.
- the AI agent revolution just entered the "app store" phase — Two weeks ago, if you wanted to build an AI agent, you faced a distribution problem: How do you get users to actually use it?
- the enterprise AI agent inflection point nobody's talking about — For 18 months, AI agents existed as theory. Cool demos. Expensive consultants. Endless prompting.
- The State of AI Agents and Current Trends — AI agents represent one of the most transformative technological developments of the decade, reshaping industries through autonomous decision-making, task…