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Generative Now | AI Builders on Creating the Future cover image

Sarah Guo and Elad Gil: The Future of AI Investing

Generative Now | AI Builders on Creating the Future

NOTE

The Value of the Modern AI Stack for Enterprise Opportunities

The modern AI stack presents a significant new opportunity for large enterprises as it supports new applications and workflows. Investors have been focusing on the modern data stack for a while, but the modern AI stack is more compelling for feeding new applications. This stack creates opportunities for enterprise services such as free play and brain trust, and could lead to significant growth for small businesses and startups targeting SMBs by viewing AI as a valuable resource that can automate tasks previously done by people.

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