AI is reshaping the world – more profoundly than any innovation we've seen in decades. David Clark, CIO at VenCap, shares a compelling perspective in his latest white paper on how this transformation is building immense opportunities for investors. Notably, the real inflection point is yet to come: the rise of AI-native applications.

Why does this matter for investors?

Here are three crucial insights from the paper:

• AI-native firms can unlock markets 10 - 100x larger than what was previously imaginable, multiplying potential scale and impact.

• Global labour income - one of the greatest sources of GDP - is being fundamentally redefined by AI's automation and productivity gains.

Exclusive access to these transformational companies is increasingly concentrated in venture capital, making it essential to examine how and where investments are made in this space.