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Strategies & Market Trends : The Art of Investing

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Oct 31 5:00 PM EST

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To: Sun Tzu who wrote (10279)	10/8/2025 9:31:45 PM
From: Johnny Canuck	Read Replies (1) of 10488

It is always interesting to see how people interpret what is presented. You and I have taken away different parts of the presentation and place different significance on them. My last take away was she was trying to encourage people doing startups to focus on real issus that need to be solved and not do AI for the sake of doing AI. I see this every year at the Consumer Electronic Show. Everyone grabs on to a theme and they add whatever the favour of the day on to the description of their product - AI, metaverse, voice assistant, virtual reality, gamification etc .... I remember talking to one person in the Eurek Pallvion, the startup focused exhibit space, and she was describing the AI focus of her service. I made the comment that it sounded more like a big data application not an AI application and she was actually offended. The reality was you could do much of what she was describing with a good programmer and traditional data mining techniques. Her value proposition was actually the collection and access to the data. You didn't need to add AI to make the application compelling or useful. AI was going to be a lot more expense and have less predictable outcomes, which is not what she needed to be cashflow positive sooner rather than later. It is going to be interesting to see where we are on the deployment curve, early 90s and close to the peak in 1999-2000. My own guess we are some where in the middle and investors are going to move the "show me the money stage soon" where they stop throwing money at every them hoping for moon shot and start looking for things that can make money in less than 3 years. The cycles are so short these days. I know someone on the venture capitialist side. He focuses on software companies because for $500K you can get a prototype up and working an get some initial demand feedback. As the presenter mentioned traditional SaS is good because adding more users only incrementally increases your initial cost. Add AI user adds dramatically to your cost . Most startup won't have access to the capital to survive long enough to prove the end user demand and business model.

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