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From Vision to Roadmap: Executing with AI-Native Conviction in 2026

Our Roadmap Centers on Context, Model, and Memory Layers

-- Abdul Al Ali, Venture Investor at Decasonic

Early-stage venture capital is fundamentally a decision-making discipline under uncertainty. Historically, advantage has compounded through access. Access to capital. Access to information. Access to networks. That advantage is increasingly compressing, and the pace of that compression is being accelerated by AI.

As access becomes more widely distributed, the edge shifts. What remains durable is learning velocity and enduring conviction. The ability for funds and investors to absorb large amounts of signal, evaluate outcomes over time, make decisions faster, and refine conviction continuously in the face of uncertainty. Core to this shift is embedding AI within venture capital’s core operations. 

Investors rely on extracting signals from noise in order to form their investment conviction. While AI can accelerate the pursuit of signal, it is currently more abundantly deployed in amplifying noise, such that the noise-to-signal ratio is compounding. AI is dramatically lowering the cost of creation, while increasing the difficulty of discernment. The next generation of venture funds will not be strictly defined by broader access to information, but their effective rate of learning under uncertainty and the ability to compound those learnings. This presents an opportunity for funds to use AI to institutionalize learning, allowing conviction to compound rather than reset with each new decision.

Top of Mind

• Paul shared insights from his featured PitchBook article on why crypto founders are weighing IPO timing more carefully as public markets reopen, and how post-IPO performance factors into those decisions, in a recent LinkedIn post here

• Abdul shared his work on mapping the Web3 x AI landscape in a recent X post here

• Eugene shared his key takeaways from the Tech Pulse 2030: Designing Collaborative Intelligence event at Campus Chicago, hosted by AI 2030, in a recent LinkedIn post here

Where to Find Us

• Justin will be at the EVO VC & Startups Social, Chicago, January 29

• Paul will be speaking at Consensus Hong Kong, February 10-12

• Abdul and Justin will be at ETH Denver, February 17-20

Thanks for reading!

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