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The AI Wave | Posts | 8VC

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Since the advent of Silicon Valley, we’ve seen six major technological waves: “Electronic Tools,” “Semiconductor,” “Enterprise,” “Telecom,” “Consumer”, and “Smart Enterprise.” We can now add a seventh: AI Applications & Services. Since the advent of Silicon Valley, we’ve seen six major technological waves:  “Electronic Tools,” “Semiconductor,” “Enterprise,” “Telecom,” “Consumer”, and “Smart Enterprise.” We can now add a seventh: AI Applications & Services. In early 2013, we published our whitepaper, The Smart Enterprise Wave, predicting the B2B software renaissance that’s been a core pillar of our investment strategy ever since. Smart Enterprise brought platform approaches to complex workflows across numerous industries (finance, defense, government, real estate), launching an era of considerable value creation. Technology is fundamentally an enabler. Each wave expands the set of solvable problems, and value accrues to those who bridge the gap to solve them. Smart Enterprise was predic

The AI Wave | Posts | 8VC Portfolio Build Team Resources About JOBS back to resources Share The AI Wave Posts News Dec 8, 2025 Share Joe Lonsdale Investment Team Alex Kolicich Investment Team Jack Moshkovich Investment Team Vivek Gopalan Investment Team Posts News Dec 8, 2025 Share Introduction Since the advent of Silicon Valley, we’ve seen six major technological waves: “Electronic Tools,” “Semiconductor,” “Enterprise,” “Telecom,” “Consumer”, and “Smart Enterprise.” We can now add a seventh: AI Applications & Services . In early 2013, we published our whitepaper, The Smart Enterprise Wave , p

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