2 clips
a16z Podcast
A discussion of the emerging strategic pattern in AI companies where founders raise capital specifically for compute infrastructure, achieve technical breakthroughs, integrate those advances into vertical applications, gain market share through potentially subsidized growth, then fundraise again at peak momentum to repeat the cycle.
TThe Venture Capital Podcast · Grammarly Acquires Superhuman
A VC argues that founders should treat AI like any other infrastructure technology - focus on the use cases it enables rather than getting caught up in the technological novelty. He draws parallels to how founders approach database technology and the earlier blockchain hype cycle.
