kakaoventures blog
Deep insights, thoughtfully shared —
from Korea’s leading early-stage VC
from Korea’s leading early-stage VC
LLM Market Structure 2025: Natural Monopoly vs. Competitive Landscape Analysis
Explore the 2025 LLM market structure and competition. Will AI language models form a natural monopoly, or will OpenAI, Google, and others shape a diverse AI landscape?
The End of Switching Costs: Why UX Is the Last Moat in Gen AI
In the Gen AI era, users leave old tools with zero friction. This post explores why switching costs are disappearing—and why UX is now the most important feature for product survival.
How AI Agents Are Revolutionizing E-commerce — Lessons from Real-World Deployment
Dive deep into how WADDLE, in partnership with OpenAI, is successfully deploying advanced AI agents in e-commerce. Discover their strategies for product-market fit, scaling SaaS solutions, and effective B2B sales.
Why Superconductors Haven’t Reached Commercialization Yet
What holds back superconductors from commercialization? And how are semiconductors evolving in the age of AI? A look at materials, physics, and future bets.
