How to invest when AI is evolving at breakneck speed

Friends, I’d like to share observations from an investors’ discussion on investing amid lightning-fast AI change.

• Bubble paradox: explosive growth partly justifies high valuations, but you can’t value every deal on the most optimistic case — diversify.
• Position protection: invest “below” and “above” AI — agent infrastructure and products with durable differentiation.
• Tactics: be microscopic (operations) and telescopic (strategy) simultaneously — be both a domino player and a chess player.
• Liquidity and geography: large exits create a local second wave of opportunities.

Why it matters: evaluation criteria and team requirements are changing — this directly affects risk and return.

What do you consider the key factor when evaluating an AI startup today?

#AI #venture #startups