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?
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.
The Rise of HBM: How Memory Is Evolving to Meet the Demands of LLMs
As LLMs push memory to its limits, HBM has emerged as a critical solution. Here’s how it works—and why it’s not the final answer.
