Euclid Ventures
Rick Zullo argues that AI-driven growth in services and physical AI is largely beta (market-wide tailwinds), not alpha, and that large VC funds' capital-deployment needs distort valuations and strategies away from proven, capital-efficient models toward capex-intensive bets.
Read the full post on Euclid Ventures ↗
Topics: AI (Horizontal) · Venture Capital & Startups · Enterprise Software
Published by Euclid Ventures · their site ↗
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