ValueStream Ventures is a thesis-driven venture firm that believes the next era of software opportunity will come from using AI to model how the world works and building scalable applications on those models. They focus on B2B platforms built around valuable data, recognizing that Vertical AI has dramatically expanded the Vertical SaaS market by increasing operational leverage—either by increasing revenues or decreasing costs for businesses. The firm emphasizes that winning companies will leverage their own sustainable, proprietary data acquisition platforms to train specialized AI models, creating a data feedback loop that sets them apart.