“Full Stack” .. How many of your investments and portfolio companies have a future vision of building a vertical integration ? Yes, I’m getting a bit tired of seeing models (since 2017) and more AI agent based solutions.. and I’m looking for improved sales performance + differential advantages, too.
Benefit:
“Full stack” refers to not “merely” building models and AI agents.. but also partnering with OEMs for data centre equipment (HW) for lower latency and better performance. Enterprise customer save time with validated performance numbers, and ruling out any compatibility and technical errors.
Have any of your AI portfolio companies done any performance benchmarking, lately ???
Dear VC investors .. don’t be afraid of a bit of hardware in your financial analytics and portfolio reviews. Sales actually could improve with longer term returns at large enterprise customer sites and data centres.