"AI" is sucking up all the investment money, so unless you are working in "AI", you aren't likely to get funding. It's hurting the economy more than helping.
Investment capital isn't zero-sum...if/when AI generates outsized/large returns, it actually brings more money into the entire VC ecosystem. LPs who 10x their AI investments don't exactly hoard that cash, they reinvest and often diversify into other sectors.
Every major tech wave creates huge downstream opportunities. The internet "bubble" didn't just benefit search engines...it spawned e-com, SaaS, fintech, etc. AI is doing the same thing with robotics, new semiconductors, data infrastructure, and I'm sure other categories that don't even exist yet.
Also investors know they need portfolio diversification. Even AI-focused VCs are actively looking for contrarian bets in undervalued sectors precisely because there's less competition there right now.
Plus, AI advancement should (yes, I know there's hype and theses that may not play out) accelerate innovation everywhere else. Example: A biotech startup today has access to AI tools that were Google-only five years ago. This makes non-AI startups more attractive, not less.
We saw identical complaints during the dotcom era about "real businesses" getting ignored, but that period actualy coincided with growth across enterprise software, telco, and tons of other sectors.
leptons|7 months ago
xwowsersx|7 months ago
Investment capital isn't zero-sum...if/when AI generates outsized/large returns, it actually brings more money into the entire VC ecosystem. LPs who 10x their AI investments don't exactly hoard that cash, they reinvest and often diversify into other sectors.
Every major tech wave creates huge downstream opportunities. The internet "bubble" didn't just benefit search engines...it spawned e-com, SaaS, fintech, etc. AI is doing the same thing with robotics, new semiconductors, data infrastructure, and I'm sure other categories that don't even exist yet.
Also investors know they need portfolio diversification. Even AI-focused VCs are actively looking for contrarian bets in undervalued sectors precisely because there's less competition there right now.
Plus, AI advancement should (yes, I know there's hype and theses that may not play out) accelerate innovation everywhere else. Example: A biotech startup today has access to AI tools that were Google-only five years ago. This makes non-AI startups more attractive, not less.
We saw identical complaints during the dotcom era about "real businesses" getting ignored, but that period actualy coincided with growth across enterprise software, telco, and tons of other sectors.