AI Investing Has a New Sweet Spot

Investment Timing

I believe the window for pure AI infrastructure plays has largely passed, with one notable exception:

Companies already established in the picks-and-shovels space.

The most promising returns will likely come from companies that:

Established themselves 2-3 years ago

Have existing customer relationships

Demonstrate proven market traction

Successfully integrated AI into their operations early

This is exactly how we approach investments at Contrarian Thinking Capital.

So, the real play is not in funding the next AI toolmaker.

It is in backing the established companies that have already mastered the tools.

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