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San Francisco, CA
Joined June 2009
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@GainsightHQ is shifting from SaaS to AINS: from selling renewal software to owning the renewal itself.
@jakesaper joined Josh Schachter on [Un]Churned to unpack the mindset shift, and what founders must do differently to build in an AI world.
Listen here: unchurned.gainsight.com/p/ai…
Thinking about the shift from SaaS to AINS? Read our Q&A with Gainsight here: emcap.com/thoughts/selling-t…
More SaaS companies are making the shift to AINS: from selling software to delivering full outcomes.
Considering if this move is right for your company? @jakesaper and @GainsightHQ CEO @chuckganapathi unpack the decisions and early lessons in our latest Q&A: emcap.com/thoughts/selling-t…
We’ve backed life sciences companies for nearly two decades. Today, @RadicalNumerics' AI designed the first phage ever given to a human patient.
More on our seed investment from June: emcap.com/thoughts/biology-j…
Today’s AINS Summit with @jakesaper @Carlottasini and @fikavc is full with hundreds on the waitlist.
We’re working on the questions that get harder as AINS companies scale. Get first notice of our next AINS Summit: emcap.substack.com/
Emergence Capital retweeted
SaaS was the last wave. AI services are the next one, and they're 10x bigger.
Lotti Siniscalco (@emergencecap) on Fault Lines #18 👇
Emergence Capital retweeted
@AbridgeHQ , @cognition , @cerebras , @arcee_ai , @tiktok_us, @emergencecap, and @cresta joined us at Spark House for @Techweek_ .
Across two panels, the focus was on growth hacks for how breakout companies scale and where the industry is placing their next bets in AI.
Thank you to @zacharylipton, @juliechoi , @MarkMcQuade , and Shen Gao for joining us to talk about Rapid Growth, and to @thejoefloyd , @jeffwang , and @timshi_ai for sharing how they’re thinking about the next stage of AI.
@sang_wen, @genspark_ai Co-Founder & COO, hosted both conversation in partnership with @itsnelliet.
Thank you to everyone who joined us, on stage and in the audience.
Watch our Spark House recap.
Open weights are ultimately about choice.
Which model you use. Where it runs. How you customize it. How much control you keep.
@arcee_ai on why giving builders that choice is central to what they're building: emcap.com/thoughts/arcee-ai-…
Stablecoins, instant payments, FedNow, private networks. Which rails will actually define the next era of payments?
Emergence GP @Carlottasini joins Circle’s Nikhil Chandhok + TabaPay’s Rodney Robinson at @TechCrunch Disrupt.
#Disrupt2026
At the limit, AI-native services companies start to look like insurers. Guaranteeing the outcome and underwriting the risk becomes the business.
@jakesaper in @WIRED →
wired.com/sponsored/story/th…
Congrats to @genspark_ai on @FastCompany's 2026 Next Big Things in Tech recognition.
The impact of Genspark, and its vision to change the way people work, has been clear from the start. Its AI agent Genspark Claw is dubbed as the first “AI employee,” and empowers users to delegate work through a simple message, execute multi-step tasks across software, and return a finished result.
Read more about Genspark in Fast Company: fastcompany.com/91609818/app…
Emergence Capital retweeted
🚨 The @a16z Consumer AI Top 100 is back - but this time, it's 150!
We added revenue data from @yipitdata to track how consumers are spending not just time, but money, on AI.
The result? A story of heavy concentration among AI's power users. Our takeaways 👇
Five frontier launches in ten days. Every single one led with a leaderboard.
@thejoefloyd on what they all left out. September newsletter → emcap.substack.com/p/five-fr…
For AINS companies, domain credibility isn’t optional. If you’re selling the service, trust has to be earned before the sale.
@jakesaper joined @GainsightHQ on [Un]Churned to explain why investors care, and what founders can do when credibility is missing.
The benchmark said 99.9%. The benchmark's own operators got 62.7%.
@thejoefloyd on what that gap actually means and why cost per completed task is the number enterprise AI lives or dies on.
September newsletter → emcap.substack.com/p/five-fr…
Mirage PMF can look a lot like success: fast-growing revenue and happy customers, while humans still deliver most of the service.
For an AINS company, @jakesaper argues AI should perform the majority of the work—driving 50–70% gross margins. Hear more on [Un]Churned with Josh Schachter.
Full episode: unchurned.gainsight.com/p/ai…
The SaaS recovery isn’t happening evenly.
The fastest-growing software companies have bounced back more strongly, while the rest of the market has seen a more measured recovery.
Another sign of a more discerning market.
Congrats to @Federato_AI cofounders @willR_leopold, William Steenbergen and team alongside @HarperInsure cofounders @DakotahRice, @TusharNair and team on being named to CB Insights’ 2026 Insurtech 50, which honors the world’s most promising startups.
cbinsights.com/research/repo…
Everyone has an agent. Let’s get them in the same room.
@andocorporation is building team communication for humans and AI agents to share context, coordinate, and get work done together.
Read why we’re backing @saradu and the team in their $20M seed: emcap.com/thoughts/rethinkin…
TechCrunch exclusive: techcrunch.com/2026/09/24/an…
