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5 Contrarian AI Theses For Early Stage Investors
My AI investment thesis is that every AI application startup is likely to be crushed by rapid expansion of the foundational model providers.
App functionality will be added to the foundational models' offerings, because the big players aren't slow incumbents (it is wrong to apply the analogy of "fast startup, slow... See more
Yishanx.comThe most contrarian bet in venture capital right now is Thrive’s investment in OpenAI at an $80B valuation.
Before you bring your pitchforks against me or wonder if I’ve gone crazy, let me explain.
You can be contrarian in two ways:1
Before you bring your pitchforks against me or wonder if I’ve gone crazy, let me explain.
You can be contrarian in two ways:1
- Having a different POV than the mainstream
- Having 100% conviction in the mainstream POV and doubling down on it in a way
Pratyush Buddiga • The Most Contrarian Bet in Venture Capital
Sub-verticals become consensus at lightning speed. AI legal, AI healthcare, AI customer service. There are few secrets in Silicon Valley anymore.
VC right now is noisy AF. If you’re running a contrarian playbook and it works, you deserve the win. But most VCs aren’t Peter Thiel.
VC right now is noisy AF. If you’re running a contrarian playbook and it works, you deserve the win. But most VCs aren’t Peter Thiel.