Research
Deep Dives
Follow the latest research and insights from the Leonis team.
Industry Trends
Jan 27, 2025
The State of AI in 2025
2024 Recap and 2025 Predictions: Scale vs. Efficiency at AI’s Crossroads
Industry Trends
May 22, 2024
Beyond LLM Wrappers: Why AI-First Enterprise SaaS Are the Next Big Bet
Our take on how enterprise SaaS will evolve in the AI 2.0 era.
Portfolio Insights
Apr 29, 2024
Our Investment in Yarn: Using AI to Transform Video Creation Workflows
Technical Research
Feb 29, 2024
Video Generation at Scale: Breaking Down Sora's Cost and Compute Requirements
SOTA video-generation models decoded.
Technical Research
Jan 24, 2024
The State of AI in 2024
Our review of AI progress in 2023 and predictions for 2024.
Annoucenment
Jan 5, 2024
Leonis Capital Joins Nvidia VC Alliance
Technical Research
Oct 25, 2023
AI Agents and the Future of Software
Why we think the next generation of software will be powered by AI agents.
Technical Research
Aug 10, 2023
Demystifying the LLM Tech Stack (Part III: The Application Layer)
How to build an application-layer LLM company with a solid tech stack.
Technical Research
Jul 25, 2023
Demystifying the LLM Tech Stack (Part II: The Middle Layer)
What LLM developer tools will look like.
Technical Research
Jul 11, 2023
Demystifying the LLM Tech Stack (Part I: The Infrastructure Layer)
How LLM models work.
Industry Trends
Apr 18, 2023
Recent Advancements in Generative AI
An introduction to generative AI.
Industry Trends
Jan 8, 2023
Two Ways AI Will Fundamentally Reshape Enterprise SaaS
From tech stack to team composition, AI-first companies marks a break from traditional SaaS.
Industry Trends
Dec 16, 2022
Generative AI: State of the Market, Trends and Startup Opportunities
Our take on the latest industry trends and advice for startups.
Industry Trends
Sep 2, 2020
AI Automation is the New Industrial Revolution
Our AI investment thesis from 2020.
