The article also raises the question of whether a company can attract funding if it's not using AI, with the current answer being yes, but it's uncertain for how long. The author, Eze Vidra, managing partner of Remagine Ventures, believes that generative AI has value beyond the picks and shovels, and that AI-first products will disrupt publicly traded companies that are slow to adapt.
Key takeaways:
- David Sacks and Craft Ventures identify three main AI opportunities: Infrastructure, Co-pilots, and Pre-AI SaaS companies that are getting turbo charged by new AI capabilities.
- There is a growing question in the industry whether a company can attract funding if it’s not using AI. The current answer is yes, but it's uncertain for how long.
- Generative AI is seen as a catalyst that will accelerate digital transformation and help SaaS companies grow faster.
- Publicly traded companies that are slow to adapt to AI will become targets for disruption by AI-first products that require lower costs and increase automation.