Turner Novak
Navin Chaddha, 18x Midas-listed Mayfield partner, discusses why the AI market is overcapitalized by 10x, his firm's $3B AI bet including semiconductor plays like Lumilens, and how startups can beat incumbents by focusing on vertical domains, fragmented markets, and outcome-based pricing rather than chasing billion-dollar founding rounds.
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Topics: AI (Horizontal) · AI Infrastructure · Semiconductors
Published by Turner Novak · their site ↗
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