Why Vertical SaaS is a Bad Investment Today

In a panel discussion, Harry Stebbings, Rory O’Driscoll, and Jason Lemkin delve into the current state of venture capital and AI, debating topics such as the sustainability of high valuations for AI companies, the importance of TAM (Total Addressable Market) in investment decisions, and the potential for an AI bubble. They analyze the OpenAI's strategic partnerships, Poolside's ambitious infrastructure investments, and the evolving landscape of vertical SaaS. The conversation further explores the balance between aggressive investment strategies and risk management, the challenges of content moderation in AI, and the long-term impact of AI on various industries, offering a nuanced perspective on the opportunities and potential pitfalls in the rapidly evolving tech landscape.