5 Contrarian AI Theses For Early Stage Investors

An LLM’s abilities are amplified when combined using emerging agent frameworks like BabyAGI, AutoGPT and ChatArena. These frameworks break down workflows into a series of discrete roles each handled by AI agents, which are given a defined objective and work together to automate a complex task.

Initially, this will take the form of human-AI collabora... See more

Workflow+model startups will win by combining a fine-tuned model with deep customer insight to build an AI-native workflow. These startups will be particularly well-positioned to win in one of the following 3 scenarios:

1. Incumbent saas players do not have legacy workflow dominance in that vertical


2. An AI-native workflow solves the most critical creativ

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The most contrarian bet in venture capital right now is Thrive’s investment in OpenAI at an $80B valuation.

Before you bring your pitchforks against me or wonder if I’ve gone crazy, let me explain.

You can be contrarian in two ways:1

1. Having a different POV than the mainstream


2. Having 100% conviction in the mainstream POV and doubling down on it in a way

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