A3C Growth Partners
Analysis and perspectives on GTM strategy, AI adoption, ecosystem architecture, and the forces shaping how companies grow — from 30+ years of operating experience, researched and produced using A3C's agentic AI methodology.
For most of modern business history, transformation was a luxury priced for the Fortune 500. That has changed — faster than most business leaders have absorbed. The growth infrastructure that once required enterprise budgets and armies of consultants is now available to any company with the clarity and ambition to use it.
Read the brief →SpaceX's deal to acquire Cursor for $60 billion isn't just a headline — it's a signal. AI coding platforms are leveling the playing field for software development, and the biggest players in tech are scrambling to own the tools that make it possible. We are living through the most consequential moment in technology history.
Read the brief →Autonomous AI agents are proliferating faster than the cryptographic controls being built around them. The gap between capability and control is widening — and the specific place where it's widest is the trust fabric underneath every credential, token, and API call an agent makes.
Read the brief →Deal volume is down. Capital invested has dropped. The average time between seed and Series A has stretched to nearly twenty months. And yet companies are raising — consistently. The founders who are closing in this environment share one thing: they showed up prepared in a way that 2021 never required.
Read the brief →Jensen Huang took the stage at the SAP Center in San Jose on March 16 and delivered something closer to a state of the union than a product keynote. Vera Rubin. A $1 trillion order book. Physical AI. Robots walking on their first attempt. The ChatGPT moment for autonomous driving. I've witnessed a lot of technology conferences in my career. GTC 2026 felt different.
Read the brief →Amazon, Microsoft, Meta, and Alphabet have committed a combined $650 billion in capital expenditure for 2026 — a 74% jump from 2025, itself a record year. Snowflake and OpenAI just signed a $200 million enterprise AI partnership. Specialized AI chips are delivering 10–100x performance gains over general-purpose processors. February 2026 was the month the infrastructure arms race became impossible to ignore.
Read the brief →In November 2025, Peter Steinberger published a hobby project called Clawdbot on GitHub. Two months later, renamed twice and embroiled in a trademark dispute, it had more GitHub stars than any open-source project in history. The story of OpenClaw is the story of a category shift — from AI that talks to AI that acts.
Read the brief →For more than two years we operated as A3C — working with founders, operators, and PE-backed companies on the hardest GTM and growth problems they faced. Our clients taught us something important. Today that learning has a name: A3C Growth Partners.
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