AI Chip Hazard AI Chip Hazard

Opportunities in AI Native Vertical SaaS

Post the runaway success of industry-specific SaaS, the transformative shift towards AI-powered output-oriented vertical SaaS is up next. This post illustrates the opportunities for companies that harness unique datasets, identifying markets where new entrants can outshine incumbents in deploying intelligent AI solutions.

Read More
Chip Hazard Chip Hazard

Everything Everywhere All At Once: There is No Such Thing As An AI Co

Explore the rapid evolution of generative AI, exemplified by ChatGPT, as it reshapes industries with unprecedented speed. The article draws parallels to past tech revolutions, highlighting AI's broad applications and its potential to redefine businesses in a manner reminiscent of the dot com era.

Read More
Chip Hazard Chip Hazard

Applied AI: Beyond The Algorithms

In this article, we delve into our "Applied AI" investment thesis, exploring their strategic principles that have led to successful forays into equity analysis, chemical discovery, graphic design, and digital pathology.

Read More