5 Contrarian AI Theses For Early Stage Investors

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.

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

Customer acquisition channels will collapse into agents

AI will bifurcate the economy into real and AI worlds .

AI will kill most forms of competitive advantage .

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