Overview

Four top investors compared today’s AI market to a fast, risky gold rush with unprecedented demand—from consumers to enterprises—driven by chatbots, coding agents, and creative tools. They highlighted huge infrastructure bottlenecks (GPUs, power, data centers) and the rise of AI-specialized “neo-clouds” like Nebius partnering with hyperscalers. Open-source models and domain expertise are fueling vertical winners (healthcare, insurance, higher ed), while exits are reawakening via tight product fit and deep partner integrations. Takeaways for founders: build real strategic relevance (not just slideware), cultivate partners early, expect hybrid clouds, obsess over reliability and costs, and target sectors where AI can deflate costs fast—support/BPO, creative production, and software dev are already being reshaped, with robotics and regulated industries close behind.