David explains why capital itself can now reinforce an AI company's advantage by buying more compute, while Aram makes the case that AI should increasingly be treated as a core allocation rather than a satellite position.
Unlike most firms chasing power law outcomes, Lead Edge is designed to deliver consistent returns by talking to thousands of companies a year, applying a rigorous eight-point criteria to filter down to a handful of investments.
5mo ago
Underscored — save the words that stop you in your tracks.
