Investing in AI · 6 September 2026 · Investment Thesis

The “Owning” Phase of AI Part 1: What Investors Should Look For In Companies Making Their Own Models.

Rob May, GP @ Half Court

Companies are shifting from renting frontier AI models to building their own; investors should identify targets with proprietary data, API-cost tipping points, high-stakes domains, workflow capture, and data sovereignty needs—not just model announcements.

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Topics: AI (Horizontal) · Enterprise Software · Venture Capital & Startups

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