Where Foundry Row won't go

Harper Quinn00:29:28–00:29:43

Every fund on the street has an AI thesis. Yours is conspicuous by absence.

Simone Beckett00:29:45–00:29:58

Our thesis is that the platforms eat the applications by Christmas.

Simone Beckett00:30:00–00:30:21

AI application startups are features, not companies. We're not deploying a dollar there, and the LPs know it.

Harper Quinn00:30:23–00:30:31

Which Christmas?

Simone Beckett00:30:33–00:30:41

Pick one.