Investing in AI startups, Large Language Models, Robotics, Future of Generative AI | Rob Toews, partner at Radical VC
Infinite Curiosity Pod with Prateek Joshi
00:00
The Business of AI - What Are the Top Three Similarities?
The business of AI is, and it kind of looks like SAS, but it's not the same. So when you look at the revenue profile or the margin profile of a well established SAS business versus an AI business, there are more important differences. For example, the AI company, they have a lot of compute spend, like they have to undertake a lot of that, that I assess is different. The data moat is much stronger in an AI business versus maybe a SAS business.
Transcript
Play full episode
