AI is the most consensus bet in venture history. Where's the contrarian play?
The real contrarian play in AI isn't AI at all—it's everything AI makes scarce: trust, accountability, human judgment, and physical assets that can't be synthesized by algorithms.
You're right to be suspicious. When every VC is racing to deploy capital into the same space, you're not investing—you're following. And in venture capital, following is how you lose your edge. Here's what everyone's missing: AI is commodi...