Fireside chat: Investing in AI as a tool versus investing in AI as a business
– Distinguishing AI embedded in proven SaaS models from AI-native businesses betting on unproven unit economics and category creation
– How GPs are weighing operational execution risk against technology and market creation risk when underwriting AI exposure
– What separates winning AI investments from the rest: concrete financial impact on retention and pricing power versus a narrative still waiting for validation
– How GPs are weighing operational execution risk against technology and market creation risk when underwriting AI exposure
– What separates winning AI investments from the rest: concrete financial impact on retention and pricing power versus a narrative still waiting for validation