Fiverr “AI Agent” Demand Grows 18,000%, Block Holds $1B in BTC.

Happy Friday! As we head into earnings season, I wanted to quickly highlight a few standout data points on three of our portfolio companies: Fiverr, Zoom, and Block.

Each has interesting momentum and signals we’re tracking so we are sharing those insights in real-time. Also as our companies (and others) report, keep an eye out for this Investing with Data newsletter, where we’ll break down the key takeaways from company-specific results to macroeconomic developments when relevant.

Here is the summary if you want just that:

• Fiverr sees 18,000% growth in Ai searches

• Block owns >$1B in Bitcoin

• Zoom wins

Let’s kick it off with Fiverr’s Business Trends Index, an annual (sometimes semi-annual) snapshot of search activity across their platform. It’s a window into the breadth and depth of Fiverr’s marketplace and a signal for where digital demand is heading.

With so many questions about who benefits or loses from AI, this index shows AI demand is not just showing up it’s exploding.

• Searches for “AI agents” are up +18,000%

• Searches for “humanizing AI content” are up +641%

That second one stands out. While AI can generate content, it often needs a human layer to sound natural, and now, people are getting hired for that exact role. This reinforces our view that a horizontal platform like Fiverr is uniquely positioned to adapt as the digital economy evolves. When demand shifts, they’re right in the flow, and that keeps us constructive. They report in a couple weeks and so we’ll have details on that.

Next up is Block, one of our portfolio companies and the owner of Cash App, Square, Afterpay, and Proto Mining.. With Bitcoin back in the spotlight, Block remains our most direct exposure to the ecosystem:

• Cash App enables buying and selling of Bitcoin

• Proto Mining (launching this year) is building high-performance chips for Bitcoin miners

• Bitkey is their self-custody Bitcoin wallet

More directly however, Block is the 11th largest publicly traded company holding Bitcoin on its balance sheet with 8,500 BTC, now worth over $1B

As Bitcoin adoption rises, Block has multiple touchpoints, from infrastructure to user access, making it a structurally embedded player in the space.

Next up is Zoom, which was just named the leader in the Forrester Wave for Unified Communications, beating out Microsoft, Cisco, and Google. This aligns with what we’ve been watching: as Zoom’s platform becomes more unified, its product strength continues to improve.

Now add AI to the mix.

• Zoom AI Companion is gaining traction

• The newly released AI Companion 2.0 introduces customizable functionality, a smart move as workflows become more tailored.

In the next image, we’ll show updated data we’re tracking on Zoom’s usage trends and adoption curve.

Here we’re tracking several demand indicators for Zoom, including web searches, site traffic, and other digital signals. All are trending positively, reinforcing the momentum we’ve seen building over the past 6–12 months. This aligns with my broader narrative, that Zoom’s platform is strengthening, product innovation is accelerating, and the customers are starting to notice.

I’ll keep it short this week as we head into earning season, look out next week for many more data points.

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Disclaimer: Not a recommendation to purchase or sell any securities mentioned. This is for educational purposes only.