Investors pass on deals all the time because of “small market size.” On paper, it feels rational—venture-scale returns require large markets.

But history shows that this logic can be flawed.

A space mission launched later can arrive earlier if technology improves fast enough. That is now happening in startups too: founders who start later can overtake early movers because better tools, better agents, and better ways of building let them move faster and arrive first.

For more than a decade, SaaS has been the dominant way software is built and consumed. Companies subscribe to specialized tools—CRMs, project management platforms, analytics dashboards—and employees spend their days moving data between them.

But the rise of AI agents and vibe coding raises an uncomfortable question:

Does the SaaS era end with the rise of AI?

الكثير من المستثمرين في رأس المال الجريء يتسرعون النتائج ويفتقدون إلى عامل الصبر على استثماراتهم في صناديق رأس المال الجريء.

وقد أثبتت التجارب الناجحة من مستثمرين صبورين أن هذا النوع من الاستثمارات يجلب الكثير من العوائد المجزية حال تحلى المستثمر بالصبر الاستراتيجي والاستثمار المستمر المبني على استراتيجية واضحة المعالم.

A 10/10 brain in a 1/10 ecosystem loses every time. The 'Creative Curse' is the structural friction of trying to run a high-density logic engine on the world’s English-standard tracks. To win, we must move past being 'Art Collectors' of Western tech and become the Architects of the Interface, building the Trojan Engines that hide our sovereign logic inside a global shell.

We’ve mistaken English’s global dominance for logical superiority. But while English is a linear, one-word-at-a-time system, Arabic functions as a modular mathematical matrix. The next 'Alpha' won't come from more English-centric wrappers; it will come from founders who stop treating Arabic as a translation problem and start leveraging its root-based structure as a fundamentally superior logic for AI.

The best deals don’t “go to market.” They move through people. If you’ve been around venture long enough, you know that most of the best deals show up in DMs, in group chats, in quiet introductions, or in “you should meet this person” messages sent at midnight. The best deals move the same way trust moves: through people who have earned the right to recommend other people.

Startups don’t just enter markets; they turn them upside down. The most successful ones don’t aim to beat the competition; they create entirely new markets where none existed before.

There’s a long-standing belief in startups that every tech company must have a CTO co-founder, someone with deep technical expertise who builds the product from day one. For many investors, the absence of a technical co-founder raises an immediate red flag.

Gross margin is one of the most telling indicators of a company’s long-term potential. While revenue growth often captures headlines, investors globally use gross margin to assess whether a business can scale sustainably, generate operating leverage, and ultimately produce meaningful returns.

We’ve been renting the future from legacy providers for too long. But as the Three Waves of Quantum hit, the bottleneck is no longer code, it’s Compute Sovereignty. The Reckoning starts with owning the furnace: the chips and the power grids that turn abstract math into reality.

In the VC space, we often see less excitement around B2C startups, and for valid reasons: higher customer acquisition costs, greater difficulty in retention, and more volatile demand compared to B2B businesses. But if these factors increase risk, the real question is whether B2C companies have historically generated returns large enough to justify taking that risk.

SaaS is evolving fast. From the investor seat, one pattern keeps showing up: classic SaaS pricing breaks in AI. Founders are adapting with new business models, and we’re learning from those experiments in real time.