Viktoria Izdebska
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the prediction economy (4/4): the window is closing
this is the final part of a four-part series. the full thesis is published at predictioneconomy.ai. parts 1, 2, and 3 here.
Sep 28
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Viktoria Izdebska
1
How AI Companies Will Get Acquired: A Founder's Guide to Exit Value
From Bending Spoons to HubSpot: how consolidators value distribution in the AI era
Sep 24
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Viktoria Izdebska
9
2
the prediction economy (3/4): everyone is watching the wrong number
this is part three of a four-part series. the full thesis is published at predictioneconomy.ai
Sep 21
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Viktoria Izdebska
1
the prediction economy (2/4): the player becomes the house
this is part two of a four-part series. the full thesis is published at predictioneconomy.ai.
Sep 14
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Viktoria Izdebska
the prediction economy (1/4): the moat is moving
this is part one of a four-part series. the full thesis is published at predictioneconomy.ai.
Sep 7
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Viktoria Izdebska
6
1
August 2026
the third evolution of software pricing - prediction economy
saas was the tool. service-as-software is the outcome. the third shift is the prediction economy.
Aug 4
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Viktoria Izdebska
7
1
July 2026
the next billion dollar company won't be monetizing their customer
the non-obvious player pays. everyone else gets the network for free.
Jul 13
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Viktoria Izdebska
2
1
Roll Up or Build: Why Emergence Capital Is Wrong About AI Rollups
Emergence Capital published a piece arguing rollups are mostly wrong for AI-native services companies. General Catalyst and I disagree.
Jul 6
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Viktoria Izdebska
5
3
June 2026
Who's Buying Distribution (And Why)
Something shifted in M&A over the past three years.
Jun 29
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Viktoria Izdebska
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