

Conversation with Andreas Goeldi, b2venture
Sep 1, 2025
In this conversation, Andreas Goeldi, a partner at b2venture and a seasoned entrepreneur focused on AI and B2B SaaS, shares his insights into the current and future state of artificial intelligence. He discusses the cyclical nature of tech markets, drawing parallels to the dot-com bubble. Goeldi emphasizes the need for realistic evaluations of startups amidst industry hype and explores the transformative potential of AI in business. His insights on regulatory challenges and the evolution of solopreneurs are particularly thought-provoking.
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Overlapping S‑Curves Explain AI Progress
- AI adoption follows overlapping S-curves rather than a single smooth path.
- Breakthroughs can plateau unexpectedly, making timing of next jumps unpredictable.
Test Products Yourself Before Committing
- Try tools deeply before investing or partnering to judge real readiness for tough business problems.
- Sign up, stress‑test products and evaluate them with demanding workloads to separate hype from utility.
Context Engineering Limits Real Impact
- Model capability is only one challenge; feeding models correct messy company context is another.
- The new discipline of context engineering matters more than raw model improvements for adoption.