What strategic advice do you offer venture capitalists evaluating AI infrastructure startups today?
Replied byNaveen Rao
VP of Generative AI & Former CEO of MosaicML at Databricks
Niche: AI
Revenue: Approx. USD 583 Million/month
Location: San Francisco, California, USA
Started: 2013
Avoid investing in thin wrappers around closed proprietary APIs, and be deeply skeptical of startups competing on raw hardware leasing margins. Durable venture returns will flow to teams building proprietary scientific breakthroughs, defensible domain data flywheels, and physical automation platforms.
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