AI Investing Insights
Saam discusses the challenges of differentiating between AI tools and the importance of strong founders and unique distribution in SaaS investing. He emphasizes that AI investing at the application layer is not fundamentally different from traditional software investing, highlighting the significance of deep workflow and pricing power in building iconic businesses.In this clip
From this podcast
20VC
20VC: Why We Are in a Bubble & Now is Frothier Than 2021 | Why $1M ARR is a BS Milestone for Series A | Why Seed Pricing is Rational & Large Seed Rounds Have Less Risk | Why Many AI Apps Have BS Revenue & Are Not Sustainable with Saam Motamedi @ Greylock
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