2 clips
VVenture Unlocked
A discussion of how the shift from AI infrastructure to applications creates challenges for seed investors. The speakers explore why capital-intensive infrastructure deals don't fit the typical seed investment model, though some investors like Ed Sim at Boldstar have found ways to make it work.
The speaker explains why AI infrastructure companies like Anthropic and OpenAI create a fundamental mismatch with seed funding, as they require $100M+ capital that seed investors can't provide. This leaves AI application layer companies as the more viable option for early-stage funding.