I’m a VC who bets on AI. What keeps me up at night isn’t the idea of these companies failing—quite the opposite

A venture capitalist focusing on AI investments has shifted strategy from backing major AI companies to identifying problems and market gaps that established players are overlooking. The investor suggests the real concern isn't AI company failures, but rather their overwhelming success creating new investment challenges.

• →VC has pivoted from backing major AI companies to finding overlooked market problems and gaps.
• →The investor's main concern is not AI company failures but their potential overwhelming success.
• →Strategy focuses on identifying areas where established AI players are not competing.
• →Suggests a more problem-focused rather than company-focused investment approach in AI.