Uncapped #2 | Keith Rabois from Khosla Ventures
Uncapped with Jack Altman
Investing in AI: Weighing Fund Size and Expertise
This chapter explores the advantages and disadvantages of investing in AI and healthcare, focusing on the role of fund size in decision-making. It emphasizes the importance of specialized knowledge within larger funds while navigating the competitive landscape of startups. The discussion also addresses the emerging challenges in the venture capital ecosystem, particularly in relation to capital intensity and the scarcity of exceptional founders.
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