Saved by Darren LI and
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.comSub-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.
Non-Consensus is Dead. Long Live Non-Consensus.
Too expensive or too cheap - why AI continues to reveal itself as a terrible VC bet https://t.co/ZpGTmMDvcX