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A B Capital Series

Investing in AI Velocity

Long-exposure view through a tunnel, with purple and orange light trails streaking toward a distant vanishing point

AI is rewriting where enterprise value gets created, and who captures it.

A B Capital series on where artificial intelligence is creating durable value: the energy and infrastructure powering it, the labor markets it is reshaping, and the applications being built on top.

April 8, 2026

Six Principles for Energy Tech Investing

A Framework for Deploying Growth Capital Across the Energy Value Chain By: Jeff Johnson, General Partner & Head of Energy Tech, B Capital   Introduction The AI revolution has created an energy problem of historic proportions. Data, compute and capital are all scaling exponentially to power the next generation of artificial intelligence. But energy supply...
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February 26, 2026

The AI Labor Crisis
Isn’t Coming in 2028.
The Investment
Opportunity Is Here Now.

By: Yan-David “Yanda” Erlich, General Partner, B Capital and Raj Ganguly, Co-Founder and Co-CEO, B Capital   Last weekend, the Citrini Research “2028 Global Intelligence Crisis” memo went viral, racking up roughly 16 million views after Michael Burry amplified it. IBM dropped 13%, and we saw broad weakness across software, payments, and delivery stocks.1 The...
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January 29, 2026

Where AI Value Will Be Built Next

Not in the Model, in the Enterprise Environment By: Yan-David “Yanda” Erlich, General Partner, B Capital   The Model Isn’t the Moat Anymore For two years, “AI progress” meant “the model got better.” That era is ending. The evidence is stark: according to MIT’s State of AI in Business 2025 report, only 5% of enterprise...
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