Rob May, GP @ Half Court
As AI frontier progress slows, the investment opportunity shifts from building foundation models to deploying existing AI across enterprise workflows. The author argues that legacy infrastructure, data integration, and adoption friction—not model capability—are the real bottlenecks, opening a decade of value capture in vertical AI, AI-enabled services, and proprietary data plays.
Read the full post on Investing in AI ↗
Topics: AI (Horizontal) · Enterprise Software
Published by Investing in AI · their site ↗
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