2 clips
RRiding Unicorns
A VC discusses the challenge all investors face when evaluating AI application companies that appear to have similar offerings and business models. The conversation touches on the difficulty of assessing competitive moats when multiple startups are building nearly identical products, using sales AI tools as a prime example.
Akash Bajwa argues that the application layer presents more compelling opportunities than infrastructure because AI is fundamentally changing both backend systems and human-computer interaction. He traces the evolution from Oracle databases to cloud SaaS to today's AI applications, identifying a clear trend toward augmenting human productivity in entirely new ways.