Opening Bid Unfiltered The race to build the next trillion dollar company
17 snips
Oct 25, 2025 
Carter Reum, co-founder of venture firm M13, shares his insights on the booming market and the rise of AI-driven opportunities. He discusses the rapid evolution of investment trends, emphasizing the disruptive potential of AI in various industries. Reum predicts a future where automation impacts low-skill roles, freeing humans for more complex tasks. He also highlights the importance of founder qualities and the ethical imperative of diversity in venture portfolios. Expect a competitive landscape as big tech battles for dominance in AI.
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Venture Looks Decades Ahead
- Venture investors use 10-year time horizons and expect many more market blips ahead.
- Current AI-driven cycles are steep and fast, but long-term perspective matters more than short-term highs.
Invest The Implications, Not Just AI
- Investing in AI requires identifying the value layer, not just the underlying tech.
- Success depends on the implications and use cases that create defensible business models.
Adapt To Rapid Innovation Pace
- Recognize the rapid pace: what worked six months ago may be obsolete today.
- Focus on durable business potential, since some AI winners could scale to trillion-dollar companies.
