{"id":21969,"date":"2024-12-09T17:02:47","date_gmt":"2024-12-09T22:02:47","guid":{"rendered":"https:\/\/www.insightpartners.com\/?p=21969"},"modified":"2026-04-14T03:18:11","modified_gmt":"2026-04-14T07:18:11","slug":"2025-investor-predictions","status":"publish","type":"post","link":"https:\/\/www.insightpartners.com\/ideas\/2025-investor-predictions\/","title":{"rendered":"AI economics, market forces, emerging roles, founder advice: 13 investors share predictions for 2025"},"content":{"rendered":"<p>This is Insight&#8217;s third year asking some of our managing directors what their predictions are for the year ahead. It\u2019s been a busy 2024 here at the firm \u2014 <a href=\"https:\/\/news.crunchbase.com\/ma\/2024-liquidity-insight-partners-hinkle\/\">notable<\/a> <a href=\"https:\/\/www.theinformation.com\/articles\/insight-proves-there-are-still-home-run-deals-in-cybersecurity\">deal<\/a> <a href=\"https:\/\/techcrunch.com\/2024\/09\/05\/salesforce-acquires-data-management-firm-own-for-1-https:\/\/techcrunch.com\/2024\/09\/05\/salesforce-acquires-data-management-firm-own-for-1-9b-in-cash\/9b-in-cash\/\">activity<\/a>, a record-breaking <a href=\"https:\/\/www.insightpartners.com\/ideas\/top-takeaways-quotes-and-highlights-from-scaleupai-2024\/\">ScaleUp:AI conference<\/a>, and many, many conversations with founders.<\/p>\n<p>Last year, we noted several trends in our predictions that have been proven true. 2024 was indeed a year of AI copilots \u2014 and attention has increasingly turned to AI agents. We&#8217;re still seeing a focus on AI combating cyber attacks using AI, and we&#8217;re still very much in an &#8220;<a href=\"https:\/\/www.insightpartners.com\/ideas\/tech-valuations-are-at-a-10-year-low-but-optimism-should-be-at-a-5-year-high-heres-why\/\">era of efficiency<\/a>&#8221; where founders must balance efficiency with innovation.<\/p>\n<hr \/>\n<p><strong>Watch the webinar:<\/strong><\/p>\n<p><strong><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/ngKEaDWoVj8?si=oKtEjsUZOaiCsw7M\" width=\"650\" height=\"400\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/strong><\/p>\n<hr \/>\n<p>Unsurprisingly, the word \u201cagent\u201d appears over 20 times in this article \u2014 Insight&#8217;s most-read blog post of the year centered on our <a href=\"https:\/\/www.insightpartners.com\/ideas\/ai-agents-disrupting-automation\/\">thesis on agentic AI<\/a> and its promise for individuals and the enterprise. Read more about various areas of our thesis-driven investing strategies in <a href=\"https:\/\/www.insightpartners.com\/ideas\/intelligence-first-design-unlocks-humanai-collaborative-reasoning\/\">AI<\/a>, <a href=\"https:\/\/www.insightpartners.com\/ideas\/climate-tech-investing\/\">climate tech<\/a>, <a href=\"https:\/\/www.insightpartners.com\/ideas\/fem-tech-investing\/\">healthcare<\/a>, <a href=\"https:\/\/www.insightpartners.com\/ideas\/the-next-industrial-revolution-how-software-is-shaping-the-future-of-production\/\">the next industrial revolution<\/a>, and more here on the Insight blog.<\/p>\n<p>You can revisit our <a href=\"https:\/\/www.insightpartners.com\/ideas\/8-tech-investors-share-predictions-for-2023\/\">2023<\/a> and <a href=\"https:\/\/www.insightpartners.com\/ideas\/investor-predictions-founder-advice-2024\/\">2024 investor predictions<\/a> in full at the links. Onward to 2025.<\/p>\n<h2>Generative AI will become a baseline expectation versus a competitive edge.<\/h2>\n<p>Years of <a href=\"https:\/\/www.insightpartners.com\/ideas\/investor-predictions-founder-advice-2024\/\">AI hype<\/a>, coupled with hefty investments from both VC and enterprises, have resulted in sky-high generative AI expectations for 2025 \u2014 both in terms of product development and realizing value.<\/p>\n<p><span style=\"font-weight: 400;\">Thomas Krane: \u201cGenAI capabilities will be seen as a baseline expectation rather than a competitive advantage. Domain expertise and industry depth will continue to win the day. GenAI features do not lead to inherent moats and will increasingly be perceived as table stakes.&#8221;\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Many investors agreed that 2025 will be a year of AI delivering measurable value.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Whit Bouck: \u201c<\/span><span style=\"font-weight: 400;\">I think this will be the year of AI delivering true, measurable value.&#8221;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Matt Gatto: \u201cAI maturing into a driver of measurable outcomes is one key area that stands out for me in 2025.\u201d<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Incumbents will also benefit from the expectation of incorporating generative AI into offerings, despite some challenges.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-22097 size-full\" src=\"https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/1.jpg\" alt=\"Investor Jeff Liberman quote\" width=\"1200\" height=\"627\" srcset=\"https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/1.jpg 1200w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/1-300x157.jpg 300w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/1-1024x535.jpg 1024w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/1-768x401.jpg 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Jeff Lieberman:<\/span><span style=\"font-weight: 400;\"> \u201c<\/span><span style=\"font-weight: 400;\">2025 will likely see incumbent software vendors supercharging their offerings with AI to provide meaningful, material value to customers. The assumptions people are making about AI are changing extraordinarily rapidly. We\u2019ll need to address infrastructure challenges for AI to truly succeed in enterprise environments.&#8221;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Teddie Wardi: &#8220;AI will enhance the best software companies&#8230;the idea that enterprise software is dying is radical.&#8221;<\/span><\/p>\n<h2>Proving value will require balancing rapid genAI tech developments and resulting impacts on costs and pricing.<\/h2>\n<p>However, AI value economics may not prove so simple.<\/p>\n<p><span style=\"font-weight: 400;\">Praveen Akkiraju: <\/span>\u201cWe will take a crawl, walk, run approach to AI agent pricing models. This year, we saw significant experimentation on the economic model for AI applications, as the ecosystem worked on addressing some major questions: How do you correlate the economic value generated or costs saved with pricing strategies for incumbents and startups? Is subscription pricing truly dead and outcome-based pricing the ultimate end goal for all AI applications?<\/p>\n<p>There are some obvious use cases (customer support, lead generation) that enable sustainable outcome-based pricing. In other cases where AI agents are automating complex workflows that might be bespoke to an enterprise, perhaps a \u201cRent-an-Agent\u201d + platform pricing model might be more applicable.\u201d<\/p>\n<p>Hilary Gosher: &#8220;There\u2019s a natural pricing tension for AI products and features. Should independent new features like agents carry fees, while benefits that enhance existing software without reducing the number of users be free? Some companies offer AI copilots for free as part of their EULA, whereas others will seek recompense. In 2025 we will see what buyers are willing to pay for versus what they believe should be included as part of current offerings.&#8221;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-22099 size-full\" src=\"https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/2.jpg\" alt=\"Investor Lonne Jaffe quote\" width=\"1200\" height=\"627\" srcset=\"https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/2.jpg 1200w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/2-300x157.jpg 300w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/2-1024x535.jpg 1024w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/2-768x401.jpg 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Lonne Jaffe: <\/span><span style=\"font-weight: 400;\">&#8220;The AI landscape will likely continue to see category leaders with widely-loved products incorporating generative AI features quickly. <\/span><span style=\"font-weight: 400;\">Competitive moats like product and data quality, talent adaptability, trust, distribution, and network effects will become increasingly important as switching costs erode.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">GenAI could make it easier for customers to move off systems from legacy incumbents with mediocre products and high prices. Frontier models will continue to add powerful capabilities quickly, both via scaling base models and new capabilities like inference-time compute and multimodality, as competition intensifies and inference costs continue to decline.\u201d\u00a0<\/span><\/p>\n<h2>We haven\u2019t even started to realize what agentic AI can achieve.<\/h2>\n<p><span style=\"font-weight: 400;\">Praveen Akkiraju: \u201cShould we focus on AGI when we have Agentic AI?\u201d<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Seriously?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Praveen continues: \u201c2025 will see the continued pursuit of AGI, with robust debates on scaling laws and new algorithms seeking to improve LLM\u2019s world model. The more exciting development will be the opportunity to use highly capable state-of-the-art reasoning LLMs to enable <a href=\"https:\/\/www.insightpartners.com\/ideas\/ai-agents-disrupting-automation\/\">Agentic applications<\/a> that address progressive complex business workflows. Agent orchestration frameworks will combine LLMs and &#8216;scaffolding&#8217; such as memory, function\/tool calling, and computer use with appropriate guardrails and evals to build AI agents that will unlock enormous customer value.\u201d<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-22100 size-full\" src=\"https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/3-1.jpg\" alt=\"Investor Praveen Akkiraju quote\" width=\"1200\" height=\"627\" srcset=\"https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/3-1.jpg 1200w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/3-1-300x157.jpg 300w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/3-1-1024x535.jpg 1024w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/3-1-768x401.jpg 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">George Mathew: &#8220;The \u2018Big Shift\u2019 in 2025 will be human-like intelligent systems that leverage LLMs and agents together. The age of generative AI and agents introduces \u2018<a href=\"https:\/\/www.insightpartners.com\/ideas\/intelligence-first-design-unlocks-humanai-collaborative-reasoning\/\">reasoning engines<\/a>\u2019 that will reformat how software can inherently be more cognitive, smarter, and frankly human.&#8221;\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Teddie Wardi: <\/span><span style=\"font-weight: 400;\">&#8220;The capacity for agentic use can skyrocket if people adopt it. We\u2019re just barely scratching the surface. We\u2019re getting past the co-pilot stage \u2014 we\u2019re going to get much deeper solutions that actually do work instead of just aiding someone. For example, someone&#8217;s going to create a human-feeling tutor that will talk to you and create a customized lesson plan that will be superior to current apps and tools on the market.&#8221;<\/span><\/p>\n<h2>AI innovation, scalability, and adoption will hinge on trust.<\/h2>\n<p><span style=\"font-weight: 400;\">Praveen Akkiraju: <\/span><span style=\"font-weight: 400;\">\u201cThe critical barrier AI applications face in moving from experimentation to production is trust. A key learning from the early deployments of AI agents is the importance of &#8216;user-in-the-loop.&#8217; Active end users&#8217; input in the design phase, along with tight user feedback loops to improve agent evaluations and training, are critical in improving the agent fit to the task and building trust. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">I<\/span><span style=\"font-weight: 400;\">n 2025, we will see these lessons translate into startups and end users iterating very closely along the entire AI agent lifecycle to break through some of the human inhibitions and process constraints.\u201d<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Matt Gatto: <\/span><span style=\"font-weight: 400;\">\u201cTrusting software and technology will be an important discussion in 2025. While much of the industry focuses on innovation, there\u2019s less discussion around how we ensure trust \u2014 trust in the systems we build, the data we process, and the outcomes we deliver. While entrepreneurs and investors recognize these needs, they have not truly been part of the mainstream AI conversation. We\u2019ve observed the emergence of software specifically designed to address these challenges, such as tools for <a href=\"https:\/\/www.insightpartners.com\/ideas\/responsible-ai-governance\/\">AI governance<\/a>, real-time compliance, and ethical monitoring. As AI usage grows, trust will become a competitive differentiator, and businesses that prioritize it will stand out in 2025 and beyond.\u201d<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-22101 size-full\" src=\"https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/4-1.jpg\" alt=\"Investor Matt Gatto quote\" width=\"1200\" height=\"627\" srcset=\"https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/4-1.jpg 1200w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/4-1-300x157.jpg 300w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/4-1-1024x535.jpg 1024w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/4-1-768x401.jpg 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Involving people will be key to increasing both adoption and enthusiasm.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Jeff Lieberman:<\/span><span style=\"font-weight: 400;\"> \u201c<\/span><span style=\"font-weight: 400;\">The product side of AI will see more immediate advancements, while challenges around people and data will take longer to resolve. If I had to bet, I think we&#8217;re going to see some disenchantment with AI in the short term, but long-term, lots of excitement.&#8221;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Praveen again: <\/span><span style=\"font-weight: 400;\">&#8220;People need to feel like they\u2019re part of this transition, not that it\u2019s happening to them. Investing in training, implementing guardrails, and psychological integration will be key to overcoming cultural resistance and enabling AI adoption at scale.&#8221;<\/span><\/p>\n<h2>Cybersecurity will revert to best-of-breed solutions to address exposure from AI attacks.<\/h2>\n<p><span style=\"font-weight: 400;\">Matt Gatto: \u201cWhile not a new trend, 2025 will see <\/span><span style=\"font-weight: 400;\">cybersecurity adapting to increasingly complex threats.\u201d<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Thomas Krane: \u201cAs cloud-native security platforms age, cybersecurity will shift from platform dominance to best-of-breed solutions to address new attack surfaces created by LLMs.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The pendulum will begin to swing back from &#8216;platform dominance&#8217; to &#8216;best-of-breed&#8217; as the first wave of cloud-native security platforms begins to creak under old age.&#8221;<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-22102 size-full\" src=\"https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/5.jpg\" alt=\"Investor Thomas Krane quote\" width=\"1200\" height=\"627\" srcset=\"https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/5.jpg 1200w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/5-300x157.jpg 300w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/5-1024x535.jpg 1024w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/5-768x401.jpg 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Thomas continues: \u201cNew attack surface areas (and market opportunities) are precipitated by LLMs. Despite reduced funding, the severity of hacks will drive demand for solutions that address vulnerabilities left by incumbent platforms. The amount and severity of the hacks were at all-time highs, e.g., <a href=\"https:\/\/www.reuters.com\/technology\/cybersecurity\/large-number-americans-metadata-stolen-by-chinese-hackers-senior-official-says-2024-12-04\/\">Salt Typhoon<\/a>. This speaks to the continued opportunity for innovative vendors who fill the gaps that incumbent platforms struggle to cover.&#8221;<\/span><\/p>\n<h2>Vertical SaaS will expand into untapped markets and disrupt entire industries, especially laggards \u2014 including education, healthcare, legal, and more.<\/h2>\n<p>GenAI and Agentic capabilities will also herald a second wave of innovation where the disruptors risk being disrupted.<\/p>\n<p><span style=\"font-weight: 400;\">Matt Gatto: \u201c<\/span><span style=\"font-weight: 400;\">Across our portfolio, we\u2019re already seeing vertical solutions optimizing industry-specific processes.\u201d<\/span><\/p>\n<p><span style=\"font-weight: 400;\">SaaS vendors targeting laggard industries will rise, with domain expertise and industry focus being critical drivers of success.<\/span><\/p>\n<p>Rachel Geller: &#8220;I continue to be excited about vertical software and its potential to disrupt industries that are still operating in highly manual ways. I get excited when I meet a founder with true domain expertise and laser focus on simplifying workflows and the user experience.&#8221;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-22103 size-full\" src=\"https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/6.jpg\" alt=\"Investor Rachel Geller quote\" width=\"1200\" height=\"627\" srcset=\"https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/6.jpg 1200w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/6-300x157.jpg 300w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/6-1024x535.jpg 1024w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/6-768x401.jpg 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Thomas Krane: <\/span><span style=\"font-weight: 400;\">&#8220;New and exciting vertical SaaS vendors are still popping up to service markets that had been laggards in the first major cloud wave. Insight&#8217;s investment into <a href=\"https:\/\/www.insightpartners.com\/ideas\/sysdyne-technologies-secures-strategic-growth-investment-from-insight-partners\/\">Sysdyne Technologies<\/a>\u00a0to fuel the growth of their &#8216;ready-mix software&#8217; platform to service the concrete industry is a perfect example.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">However, genAI-native vendors attempting to encroach into established vertical SaaS markets will face headwinds due to lack of feature depth\/maturity compared to incumbents.&#8221;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Generative AI will accelerate real impact in fields like biotech, robotics, and healthcare, and re-imagine existing product categories.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Lonne Jaffe: \u201c<\/span><span style=\"font-weight: 400;\">GenAI will start to have a real impact in fields like biotechnology and advanced robotics, and simple agent systems will become more reliable. Some startups will see traction in reimagining existing product categories and business models using genAI, both in software and other fields.\u201d<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Scott Barclay: \u201cA big theme we expect to see in 2025 is the advent of genAI that truly impacts clinical care, not just operations.\u201d<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-22104 size-full\" src=\"https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/7.jpg\" alt=\"Investor Scott Barclay quote\" width=\"1200\" height=\"627\" srcset=\"https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/7.jpg 1200w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/7-300x157.jpg 300w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/7-1024x535.jpg 1024w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/7-768x401.jpg 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/p>\n<h2>The pace of M&amp;A will continue to pick up in a favorable market, as will investing and IPOs for companies that prove value.<\/h2>\n<p><span style=\"font-weight: 400;\">Most investors predict interest rate reductions, favorable politics, and converging buyer-seller dynamics will create a robust environment for <a href=\"https:\/\/www.insightpartners.com\/ideas\/mergers-acquisitions-growth-framework\/\">mergers and acquisitions<\/a> and potentially, more opportunities for IPOs.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Teddie Wardi: &#8220;For M&amp;A, we\u2019ll see more acquisitions where private companies are acquiring smaller series A\/B companies. I\u2019m also pretty confident we\u2019ll see more tech IPOs in 2025 than we\u2019ve seen in the last two years.&#8221;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Byron Lichtenstein: \u201c<\/span><span style=\"font-weight: 400;\">Strategics appear to be buying in greater volume over the last several quarters \u2014 <a href=\"https:\/\/news.crunchbase.com\/ma\/mastercard-insight-recorded-future-cybersecurity\/\">Recorded Future\u2019s acquisition by Mastercard<\/a>\u00a0and <a href=\"https:\/\/techcrunch.com\/2024\/09\/05\/salesforce-acquires-data-management-firm-own-for-1-9b-in-cash\/\">Own Company\u2019s acquisition by Salesforce<\/a> are just two recent examples from Insight Partners\u2019 portfolio.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">There are several factors at play: 1) increasingly healthy valuations for large public tech businesses, 2) lower growth for many tech businesses as IT budgets are not expanding as quickly, 3) increased competition for those limited IT dollars, and 4) a continued dislocation for many smaller tech businesses that raised in 2021 but have struggled since. All of those factors are leading to strategics turning to inorganic growth as a key lever. This is likely to continue into 2025, especially as many expect the next administration to be lighter on M&amp;A regulation.\u201d\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Thomas Krane: <\/span><span style=\"font-weight: 400;\">&#8220;With interest rates on their way down and a corporate-friendly political party in power, big strategics will see a window to capitalize on M&amp;A. Record levels of PE dry powder and record low DPI for VCs will cause the bid\/ask spread to converge between deal-hungry buyers and liquidity-starved sellers.&#8221;<\/span><\/p>\n<p>Rachel Geller: &#8220;[M&amp;A] pace could increase in 2025 for private and public software companies making smaller tuck-in acquisitions to expand into new product categories or new geographies. There are many great products that have not been able to reach scale on their own, but are a great strategic fit in a company with broader distribution.&#8221;<\/p>\n<p><span style=\"font-weight: 400;\">Does this mean: <\/span><a href=\"https:\/\/www.nytimes.com\/2024\/04\/16\/style\/we-are-so-back-meme.html#:~:text=The%20internet%20encyclopedia%20Know%20Your,restaurants%20and%20going%20to%20parties.\"><span style=\"font-weight: 400;\">We are so back<\/span><\/a><span style=\"font-weight: 400;\">? Sort of.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Whit Bouck: &#8220;The public markets are rewarding companies that show free cash flow over just growth metrics. That\u2019s where the focus will be in the next few years. 2025 will be a year where investing is back, but it\u2019s not going to look like 2021. It\u2019ll be in more selective sectors where the metrics matter more.&#8221;<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-22105 size-full\" src=\"https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/8.jpg\" alt=\"Managing Director Whit Bouck quote\" width=\"1200\" height=\"627\" srcset=\"https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/8.jpg 1200w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/8-300x157.jpg 300w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/8-1024x535.jpg 1024w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/8-768x401.jpg 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Jeff Lieberman: <\/span><span style=\"font-weight: 400;\">&#8220;There&#8217;s more stability now \u2014 we kind of know where we are and what we need to do. The demand environment will be easier to work in and predict. I think we&#8217;re going to see a similar M&amp;A to 2024, maybe even an uptick, given changes in the political landscape. And hopefully, the IPO market opens up a bit toward the end of the year.&#8221;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">George Mathew: <\/span><i><span style=\"font-weight: 400;\">\u201c<\/span><\/i><span style=\"font-weight: 400;\">There will be a strong uptick in deal-making, especially in strategic deal-making and perhaps later in the year, IPOs.\u201d<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Scott Barclay: \u201cIn healthcare, I foresee rapidly changing market forces, with an opening of the IPO window, significant material M&amp;A, and significant large mega-round fundraises.\u201d<\/span><\/p>\n<p style=\"font-weight: 400;\">Ryan Hinkle: &#8220;Markets will be volatile \u2014 periods of excellence interrupted by geopolitical and domestic political gyrations. Q1 to Q2 will involve a lot of observation of the new administration. The better people feel about geopolitical stability, the faster all of the above materializes.<\/p>\n<p>I don&#8217;t think &#8216;IPO windows&#8217; are an open-shut phenomenon \u2014 in any environment, <a href=\"https:\/\/www.insightpartners.com\/ideas\/ipo-windows-paradox\/\">IPOs are a series of paradoxes<\/a> that must be aligned in order to move forward. I do think we will see more IPOs happen in the back half of 2025 \u2014 though that is relative to a <a href=\"https:\/\/www.inc.com\/sam-blum\/despite-pops-from-reddit-and-astera-labs-the-sluggish-ipo-market-dragged-on-in-2024\/91024665\">record-low<\/a> last few years.&#8221;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-22108 size-full\" src=\"https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/9.jpg\" alt=\"Investor Ryan Hinkle quote\" width=\"1200\" height=\"627\" srcset=\"https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/9.jpg 1200w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/9-300x157.jpg 300w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/9-1024x535.jpg 1024w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/9-768x401.jpg 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/p>\n<h2>Founders who earn investor attention are resilient, innately understand both people and technology, and balance efficiency with growth and innovation.<\/h2>\n<p><span style=\"font-weight: 400;\">Jeff Lieberman: \u201c<\/span><span style=\"font-weight: 400;\">For getting investor attention, founders who focus on customer obsession and build great products through that lens will be rewarded. Someone who has deeper reserves of resilience and grit, determination, and the ability to do hard things repeatedly \u2014 they\u2019re going to be well-positioned.\u201d<\/span><\/p>\n<p><span style=\"font-weight: 400;\">George Mathew: &#8220;<\/span><span style=\"font-weight: 400;\">Founders should have the mindset of how to get back to growth while still keeping efficiency in mind.\u00a0 The best founders will have a clear vision of how their respective software category is being disrupted by AI. <\/span><span style=\"font-weight: 400;\">I also think we will see founders who increasingly scale their companies independently, delaying the need for venture capital until achieving significant growth.\u201d<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Whit Bouck: <\/span><span style=\"font-weight: 400;\">&#8220;The era of growth with efficiency is not over; it\u2019s what markets and investors favor right now.&#8221;<\/span><\/p>\n<p>Rachel Geller: &#8220;Grit is the first word that comes to mind when describing the founders and companies who will continue to thrive. The focus on efficient growth and doing more with less has challenged companies to find new ways to maintain culture and team morale.<\/p>\n<p>It is inspiring to watch our founders lead through this and rise to the occasion.\u00a0 I am optimistic for 2025, and I think companies will continue to see morale uplift with more stability.&#8221;<\/p>\n<p><span style=\"font-weight: 400;\">Hilary Gosher: &#8220;<\/span>The modern CEO is as much a steward of company values and market responsiveness as a driver of competitive advantage and technological innovation. In the age of AI, leaders need to sustain growth while navigating complex social and economic challenges, ensuring ethical responsibility, and fostering inclusive, resilient cultures that can attract, retain, and develop top talent.<\/p>\n<p>Talent is essential, leadership is everything. It\u2019s a heady mix that comes with a lot of pressure and responsibility.\u201d<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-22106 size-full\" src=\"https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/10.jpg\" alt=\"Managing Director Hilary Gosher quote\" width=\"1200\" height=\"627\" srcset=\"https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/10.jpg 1200w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/10-300x157.jpg 300w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/10-1024x535.jpg 1024w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/10-768x401.jpg 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/p>\n<h2>New roles emerge, and existing roles will be augmented by AI.<\/h2>\n<p>We expect new roles to emerge in 2025.<\/p>\n<p><span style=\"font-weight: 400;\">Teddie Wardi: \u201c<\/span><span style=\"font-weight: 400;\">A new role, the AI Engineer, will emerge distinct from traditional developers or researchers. We\u2019re seeing this role grow in demand \u2014 it\u2019s somebody who builds agents, understands models deeply, and can build systems on top of them.&#8221;<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-22109 size-full\" src=\"https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/11.jpg\" alt=\"Investor Teddie Wardi quote\" width=\"1200\" height=\"627\" srcset=\"https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/11.jpg 1200w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/11-300x157.jpg 300w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/11-1024x535.jpg 1024w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/11-768x401.jpg 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Thomas Krane: \u201c<\/span><span style=\"font-weight: 400;\">Emerging threats from agentic malware will spur demand for specialized cybersecurity analysts (\u2018Blade Runners\u2019) who actively track and neutralize these threats.\u201d<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Whit Bouck: \u201c<\/span><span style=\"font-weight: 400;\">Roles like \u2018Chief AI Officer\u2019 may become more prominent in guiding companies&#8217; AI strategies.\u201d<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But many investors expect most existing roles to be meaningfully impacted by AI.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Whit again:\u00a0 &#8220;Every employee gets superpowers with AI; it\u2019s like Oprah giving out superpowers to everyone. There will be AI assistants for every role \u2014 this is where we\u2019ll see the most value. Every job can be faster and better with the right AI tools.&#8221;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Praveen Akkiraju: \u201cIn 2025, individuals and enterprises will begin to see the early adoption of AI agents personalized for unique workflows. Each worker will be the CEO of their own agentic workforce, leveraging AI to offload mundane tasks and drive productivity. Voice UIs will drive increased personalization, making AI software experiences more intuitive and tailored to individual preferences.<\/span><span style=\"font-weight: 400;\">&#8220;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Jeff Lieberman: <\/span><span style=\"font-weight: 400;\">&#8220;Every role will need to figure out how to use AI effectively in their workflow, not just specialists. People who can holistically pull together multiple areas of information and draw conclusions will do very well in a world of AI. It\u2019s about spanning different types of information and being able to manage complexity easily.&#8221;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This will impact VC, too.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Byron Lichtenstein: \u201c<\/span><span style=\"font-weight: 400;\">AI will impact VC portfolio management meaningfully. As firms continue to see larger portfolios due to longer hold periods, there will be a need to scale GPs and their teams to manage those larger portfolios. There are several AI capabilities that can significantly boost productivity when working 1:1 with companies, such as surfacing relevant \u2018plays\u2019 from the incredible data set of value-add across the portfolio or analyzing the portfolio to identify places where needle-moving changes can be made or exit preparation efforts may be warranted.\u201d<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-22110 size-full\" src=\"https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/12.jpg\" alt=\"Managing Director Byron Lichenstein quote\" width=\"1200\" height=\"627\" srcset=\"https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/12.jpg 1200w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/12-300x157.jpg 300w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/12-1024x535.jpg 1024w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/12-768x401.jpg 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/p>\n<h2>Under the radar round-up: What should we be talking about more?<\/h2>\n<p><span style=\"font-weight: 400;\">George Mathew: \u201c<\/span><span style=\"font-weight: 400;\">We should talk about how much more high-quality data is needed to build the next exponential improvements in the foundation models. In that regard, synthetic data generation and reinforcement learning deserve far more recognition than they currently get.\u201d<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-22111 size-full\" src=\"https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/13.jpg\" alt=\"Investor George Mathew quote\" width=\"1200\" height=\"627\" srcset=\"https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/13.jpg 1200w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/13-300x157.jpg 300w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/13-1024x535.jpg 1024w, https:\/\/www.insightpartners.com\/wp-content\/uploads\/2024\/12\/13-768x401.jpg 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Scott Barclay: \u201cA few non-obvious areas we are excited by in the healthcare space:<\/span><span style=\"font-weight: 400;\"> 1) Compute and AI that revolutionizes how the US payer (insurance company, health plan) does business, 2) 2025 is a new dawn for Computational Diagnostics, starting in Cardiology and Cancer 3) we predict someone is going to start a new company that revolutionizes the future of Primary Care in 2025.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Finally, multimodal generative AI will lead to select autonomous AI in clinical care, and this breakthrough will lead to a business model breakthrough of new models and companies that take on the staid oligopoly.\u201d<\/span><\/p>\n<hr \/>\n<p><em>Disclaimer: This post contains forward-looking statements and predictions regarding the future of AI. These statements are based on our current expectations and assumptions, and actual results may differ materially from those expressed or implied in these statements. The information provided in this post is for informational purposes only and does not constitute financial, investment, or professional advice. This post should not be considered as a recommendation to buy, sell, or hold any particular investment or security. Investments in AI and related technologies involve inherent risks, and past performance is not indicative of future results.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This is Insight&#8217;s third year asking some of our managing directors what their predictions are for the year ahead. It\u2019s been a busy 2024 here at the firm \u2014 notable deal activity, a record-breaking ScaleUp:AI conference, and many, many conversations with founders. Last year, we noted several trends in our predictions that have been proven [&hellip;]<\/p>\n","protected":false},"author":18,"featured_media":22089,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1,131],"tags":[],"class_list":["post-21969","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","category-investor-pov","topic-industry-insights"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v23.1 (Yoast SEO v23.1) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>AI economics, market forces, emerging roles, founder advice: 13 investors share predictions for 2025 | Insight Partners<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.insightpartners.com\/ideas\/2025-investor-predictions\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"AI economics, market forces, emerging roles, founder advice: 13 investors share predictions for 2025\" \/>\n<meta property=\"og:description\" content=\"This is Insight&#8217;s third year asking some of our managing directors what their predictions are for the year ahead. 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