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EP 121: Where Founders Should Actually Bet with Itamar Novick
In this episode of $100M Exits, Jason sits down with Itamar Novick, Founder and General Partner of Recursive Ventures, to unpack where the real value in AI will be created, why today’s AI infrastructure market looks increasingly like a bubble, and what founders need to build companies that can actually defend their position. Itamar has built and taken Life360 public twice and now backs early-stage AI companies at the application layer.
From AI infrastructure and application-layer valuations, to proprietary data, recursive learning loops, and the growing importance of domain expertise, Itamar…
The skinny
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