Jeanne DeWitt Grosser on Vercel’s ambition to power the infrastructure behind the web and the agentic applications taking shape on top of it. A founder can now describe an idea to an AI tool and, in hours, have the beginnings of a working application. But getting from “it works” to software that is fast, secure, […]

AI agents are increasingly recomputing the same context, prompts, and workflows over and over again, creating one of the defining inefficiencies of the inference era. This post explores why AI may need its own version of a CDN: a new infrastructure layer that makes intelligence recallable instead of recomputable, and could reshape the unit economics of AI.

Four reasons AI applications still have a right to win Over the past year, the argument around the AI application layer has shifted. As foundation models have become more powerful, model companies have begun expanding beyond the intelligence layer and into applications for specific industries and functions. Anthropic, for example, has introduced capabilities for areas […]

As AI moves from experimentation into production, the infrastructure bottleneck is shifting from training to inference. This post explores key takeaways from Geodesic’s AI-tonomy Summit panel on why inference optimization now matters, how cost, model selection, hardware, and physical constraints are reshaping the stack, and why the next wave of AI infrastructure will be defined by full-stack efficiency.

AI may feel like software, but every token depends on physical infrastructure: chips, power, cooling, memory, data centers, and supply chains. This post explores why the next phase of AI will be shaped not just by model performance, but by compute scarcity, inference efficiency, and the companies that can turn constrained infrastructure into measurable economic value.

For two decades, e-commerce has been organized around a simple primitive: the search box. Type, scroll, compare, click, buy. Every layer of the $6 trillion global e-commerce stack—from Google Ads to Amazon's A9 algorithm to Shopify's storefront templates—was architected around this human-driven, click-intensive paradigm. That paradigm is ending.

For years, search engine optimization has been a core part of how software companies think about digital visibility. The goal of SEO is straightforward: rank highly in traditional search results, drive traffic to the organization’s website, and convert attention into pipeline. Generative engine optimization, or GEO, changes that marketing motion.

At Geodesic Forum 2026, we experienced the convergence of two tectonic global trends: the rapid maturity of enterprise AI technologies and the clear emergence of Japan as the most important economic and geopolitical force in the Asia Pacific region. Neither of these two trends should surprise anyone, but what happens when they come together at this pivotal time when both are accelerating? This is what we  witnessed in Tokyo between February 17th-19th at our annual Forum, which was attended by 17 “Silicon Valley” companies and over 1,000 Japanese attendees from almost 100 Japanese companies.  

Legal has long been considered one of the most conservative professions when it comes to adopting new technology. The reasons are understandable: lawyers operate in a high-liability environment where accuracy matters deeply, and the cost of mistakes can be significant. As a result, legal workflows have historically evolved slowly, and many firms have been cautious about adopting new tools. Artificial intelligence is beginning to change that dynamic.

Rayfe Gaspar-Asaoka breaks down the five deep tech and national security themes founders and defense decision-makers need to understand heading into 2026.

The most interesting work right now sits at the intersection of constraint and creativity. What follows are five of the most common AI adoption challenges enterprises face today – and the patterns beginning to form around how teams are addressing them.

The global economy appears to be currently undergoing a structural change that rivals the mechanization of the 19th century and the electrification of the 20th. We are transitioning to an economy defined by electrons generating intelligence. This is not a standard software cycle; it is a capital-intensive industrial supercycle re-platforming the technology stack. As we usher in 2026, these field notes are a reflection on a number of conversations over the past several weeks with stakeholders ranging from public to private companies and investors. Much of this change will continue well into 2026. 

This article is written for enterprise leaders, operators, and builders who are preparing to make Voice AI part of their digital transformation strategy. It offers a comprehensive primer on where the market stands and where it’s heading.

At our 10 year anniversary, Geodesic Capital has around $1 billion in AUM across 5 funds. In addition to our flagship growth-stage funds, we’ve recently launched the Alliance Fund, an early-stage vehicle focused on the space and security sectors, which furthers the partnership between the US and Japan. Our model combines the senior Japanese relationships built by our founder, former US Ambassador to Japan John Roos, with those of our Tokyo-based operator team, who have deep experience assisting startups to build in Japan. 

Forbes just released their 2025 Cloud 100 list, the definitive ranking of the world’s top 100 private cloud companies. We’re excited to share that 11 companies in our portfolio were recognized on Forbes’ list this year, both past participants and a number of our newest portfolio companies. Congratulations to our founders and their teams!

Postgres is experiencing unprecedented growth four decades after its creation, driven by its open-source nature and critical role in powering AI agents. This analysis explores the market dynamics and competitive advantages fueling Postgres's breakout era.

Divya Sudhakar explores the evolution of AI-powered video surveillance—from basic CCTV to cutting-edge predictive systems that are revolutionizing fleet safety, healthcare, and retail.

Executive summary: Every year, Geodesic Capital invites leading technology company CEOs to Tokyo for a three-day program with key Japanese executives, potential partners, customers and service providers.  At Geodesic Forum 2025 “AI in the Enterprise” 19 US startups representing the best in enterprise AI, gathered in Tokyo along with hundreds of Japanese executives and IT […]

Discover how Test-Time Compute is revolutionizing AI by teaching models to "think before they speak," upending the bigger-is-better paradigm and creating a new path for startups to compete with tech giants. Will Horyn breaks down this game-changing shift that's behind the most impressive AI models of 2025, revealing why the future belongs to smarter—not just bigger—AI.

As AI continues to revolutionize industries, enterprises are increasingly looking to harness its power and put it into production for their businesses. However, despite the declining costs of AI models themselves, many organizations still struggle with the overall expense of deploying AI within their infrastructure and struggle to gain the desired efficiencies.  While the availability […]

What goes into managing Day 2 operations of Kubernetes? Justin Yue outlines the different tooling that supports this phase of Kubernetes adoption, the use case of each technology, and the companies and open source projects that are providing a solution.

Japan is undergoing historic change and seeing new areas of active growth economically, technically and geopolitically. Reflecting these changes, Geodesic Forum 2024 brought together startup entrepreneurs from various fields such as AI, energy, and defense to share the latest innovations. Marcus Otsuji summarizes key learnings from the conference and lessons in furthering the Japan - US alliance.

Over a series of articles, Arvind explores how a few interconnected themes will play out over the next decade. This first article reflects and assesses the technical evolution over the last decade, so we can look to the future of where we’re going.

As innovation accelerates and technology continues to permeate every aspect of how we live, work, and play, it’s more important than ever for corporations to establish and maintain an active strategy of startup engagement. Will Horyn explores the opportunity.

While APIs have been around for years, innovative integration of API-based services and the emerging flywheel effect on the software ecosystem that ensue have brought us to the golden age of software development.

Enterprise SaaS has benefitted from the COVID-19 pandemic as companies are forced to transition to the cloud in response.