Meera Clark · 15 October 2026 · Investment Thesis

Selling the Work: What Mission Bay Keeps Missing About Main Street

Meera Clark, Partner @ Redpoint

Coastal AI entrepreneurs are building tools for knowledge workers, but Main Street businesses want AI-enabled services that do the work for them—not another software license. The real TAM isn't in software tools but in labor replacement, shadow work, and services delivered by AI-native providers.

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Topics: AI (Horizontal) · Enterprise Software

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