If you were a VC what type of tech startup would you invest in? AI? Web3? etc. And why?
Vanessa Franz
16 replies
Replies
André J@sentry_co
One with a low valuation, a great moat, in a growing and untapped market, with brilliant people running it with amazing track-record and with a live product. In terms of industry. Not web3 or AI, because they are oversaturated atm. And they have no moat. Rather hardware, climate, agri-tech, food-tech, space-tech, ocean-tech, energy, water, infrastructure. Bio tech is too up in the air and too much legality and red tape. also takes too long.
Share
Currently, AI is in a bubble. Companies that survive the bubble will succeed.
AI - Foundation models.
@uma_venugopal What's foundation models?
In the one, you are knowledgeable about. In other words, it doesn't matter what is trending; what matters is whether you can assess the idea and the people who come to you for money.
In my point of view- at this moment is AI bubble, and investors should consider investing in to clean tech and agriculture startups because over all the most important thing that will influence everybody is climate change, so basically solutions that can help produce more food or find a new source of energy will be in time more valuable than most of Web3 and AI startups.
Also for VC in those sectors will be easier due diligence. :)
@ammanahalfian Yes, that It is true. But when VCs change the game on investing and start put significant amount of money to agriculture and sustainability during seed round, product finalisation will be faster and pay back period can be same as in other industries. 🤷♂️
@tomas_blatak1 I like agriculture and sustainable business industry.
But both of them has long pay back period. While we knows most of VC dominated with short pay back period, less than 10 years.
@tomas_blatak1 I don't think so. Because the product development in non tech industry especially in agriculture, they are heavy on operational and people empowerment to maitain the quality. That's the most difficult thing. Raising money is easier than operate it.
Web3 is over (for now at least).
Fomo lies in AI so many people invest there.
Currently, I would invest heavily in automation tools that help companies save money and time.
I would not invest in consumer goods (unless fundamentals are good)...high inflation, people are more cautious where to spend their money.
@matthias_strafinger why web3 better than AI?
Don't you think both of them still uncertainty industry?
@ammanahalfian @sewell_stephens Agreed. Web3 doesn't show real sign of traction..maybe it makes a comeback through a specific vertical (e.g. gaming) but the hype is gone.
I believe with AI you have a lot of use cases (especially when it comes to automation).
@sewell_stephens @matthias_strafinger I do believe in AI automation, moreover about AI assistant. Helping human in next level, as their thinking partner
Comment Deleted
Love to know as well!
I would invest in AI. It shows a lot of productivity improvements these days.
We added ai to our product for some part and it was very helpful.