5 Contrarian AI Theses For Early Stage Investors

Horizontal LLMs will lose .

AI will kill most forms of competitive advantage .

The second version of this thesis is that LLMs will verticalize to the extent it probably makes more sense to use multiple versions of vertical LLMs than one horizontal one, for most applications.

AI won’t impact full markets the way previous tech waves have - but instead will only impact specific companies .

Customer acquisition channels will collapse into agents

The first is, LLMs generally will lose when they get displaced by a new and better technology.

AI will bifurcate the economy into real and AI worlds .