Unlocking AI Investment Opportunities: Insights from an Investor’s Perspective [Podcast]

This presentation outlines a strategic framework for investing in the AI sector, emphasizing significant opportunities at the application level. Successful investment in this domain requires companies to establish a competitive advantage through problem complexity, physical world integration, and niche focus. The “full stack” business model emerges as the most compelling, where an AI firm holds licenses to operate in traditional industries. Insights from past disintermediations highlight the value of investing in companies that build their own competitive moats, rather than merely offering front-end solutions. Investors are advised to focus on businesses that develop defensible, full-stack solutions, which are challenging for larger AI platforms to replicate. For those interested in deepening their expertise, registration for the Tekedia Mini-MBA (Sep 15 – Dec 6, 2025) and the Tekedia AI in Business Masterclass is currently open, alongside opportunities to join Tekedia Capital Syndicate for co-investment in startups.

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