Investing is booming, but capital alone isn’t enough. With valuations soaring and differentiation shrinking, investors in AI-focused venture funds face a critical choice: Should they buy, build, or partner to win? Here’s how to assess each path—and avoid paralysis.

"Does your fund need immediate scale or IP?"

"Do you have unique data or talent to leverage?"

"Can you share risk while capturing upside?"

The AI gold rush rewards speed—but not recklessness. Buying scales, building differentiates, and partnering de-risks. For investors, the worst choice isn’t picking the wrong path; it’s standing still while others act.
"As Peter Thiel famously warned, ‘Competition is for losers.’ In AI investing, that means choosing your lane—and owning it."