Biswas: AI infrastructure favors mega-incumbents, while AI applications favor startups
Sanjit Biswas · Sanjit Biswas: Samsara's $18BN Market Cap & $1BN in ARR in 8 Years | E1092 · 20VC with Harry Stebbings · Dec 8, 2023 · at 58:36
Sanjit Biswas, co-founder and CEO of Samsara, discusses whether startups or incumbents will win the AI market during an interview with Harry Stebbings.
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“So in that sense, AI infrastructure may be well suited for companies that can invest billions of dollars ahead of time in building big data centers. The applications on the other hand, I think that sort of rapid feedback loop and kind of creativity is really well suited to startup.”
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