Early Stage AI Investing: Moats, Expertise, and Founder Anti Patterns
Building an AI product is getting easier. Building an AI company that lasts is not.
Itamar Novick, Founder and General Partner at Recursive Ventures, joins The Tech Trek to explain what he looks for when investing at the earliest stages of AI companies. The conversation covers how lower development costs could change venture funding, why subject matter expertise matters more as software becomes easier to build, and what actually creates defensibility when competitors can move quickly.
Itamar also shares how Recursive Ventures thinks about founder anti patterns. Rather than trying to copy the…
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