Is AI Actually Disrupting Venture Capital? [Ft. Will Quist, Slow Ventures]
Most VCs are chasing AI deals right now. Will Quist, Partner at Slow Ventures, thinks most of them are chasing the wrong thing. With somewhere around $1B deployed across pre-seed and seed, Will makes a direct case that the shift from client-server to SaaS was more economically disruptive than anything AI is doing to software today, and that building a defensible company in this environment requires the same fundamentals most founders skip.
Will walks through the logic-chain framework Slow Ventures uses to decide whether anything is actually venture-backable: is the hypothesis novel…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.