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Investing in AI startups, Large Language Models, Robotics, Future of Generative AI | Rob Toews, partner at Radical VC

Infinite Curiosity Pod with Prateek Joshi

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Is the AI Business Valuable More Than SaaS?

The size of the address market would be X. And let's just take an obvious example because this is kind of like from the center for people in the world with AI, autonomous vehicles. I think Waymo's most recent fundraisers around, they were valued at $35 billion or something. When Aurora went public, it was the market cap was over $10 billion. But there have been a ton of multi-billion dollar funding rounds for these companies.

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