Good morning 👋
It’s Art Basel in Miami which means it takes 1.5 hours to get to a place that should take you 20 mins. And I get to listen to people pretend to be interested in art for the next few days.
No bueno.
Switching gears - we’ve compiled a massive list of all of the best market maps we’ve found over the past year.
They range from maps on AI agents infrastructure to maps on the unbundling of the bank to everything in between.
Let’s jump into it.
TOP
Market map collection 🌎

AI-Native Applications (Sapphire Ventures)
State of the OpenCloud (Battery Ventures)
The Future of Voice and Conversational AI (Lightspeed Venture Partners)
AI Enterprise Market Map (Lightspeed Venture Partners)
Robotics won’t have a ChatGPT Moment (Coatue)
AI Scribes (a16z)
The Crypto Market Map (Electric Capital)
THE QUEST FOR RELEVANCE IN CYBERSECURITY (Cherry Ventures)
The State of Vertical SaaS in Europe (Point Nine)
The rise of AI data infrastructure (Felicis)
The Rise of AI Agent Infrastructure (Madrona)
How AI Will Revolutionize the Legal Sector (Battery Ventures)
Marketing x AI Market Map (a16z)
VOICE AGENTS (a16z)
Code Smarter, Not Harder (Greylock)
Unstructured Data Pipelines (Activant)
AI Agents are disrupting automation (Insight Partners)
Verifiable Compute Landscape (Archetype)
AI 50 - Companies of the Future (Sequoia)
La French Tech (Sapphire Ventures)
Intelligent Process Automation Market Map (Foundation Captial)
AI hardware in data centers and on the edge (Activant)
Mastering AI Governance and Security (Creandum)
Embedded Software Products (Base10)
The Great Bank Unbundling (Contrary)
Observability in 2024 (Sapphire Ventures)
AI x Productivity Tools (a16z)
AI AGENTS (a16z)
COMMUNITY
What do investors from a16z, Bessemer, Founders Fund, and Insight have in common?
They’ve all joined this private investor community.
Here are a few reasons you should think about doing the same …
👥 Member directory: Venture is a networking game after all, right? Join 2,100+ other investors already inside and get access to the entire member directory once accepted
🔎 VC resource library: 400+ VC-specific templates, prompts, and other resources to become a better investor
📋 Dealflow-as-a-service: 1,000+ investment memos (and counting) so you never run out of companies to look at
🗣 Investor-only Slack: Where venture, growth, and private equity can answer hard-to-find questions and gather signal through the noise
POLL
Would you use software that could build market maps like these 10x faster?
Thanks for reading this far and giving us a little bit of your attention this week.
Feel free to unsubscribe whenever this stops becoming valuable to you.
- Clay
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