Lao Guo's Learning Space

Nov 4, 2026 · Industry Insights

64% of VC Money Flows to AI: Only 3 of 8 Directions Are Buildable Today

The article analyzes eight AI startup directions backed by YC, Sequoia, and a16z, scoring each for technical executability by small teams using existing models on local hardware, concluding only vertical agents, agent infrastructure, and data layers are immediately prototype-ready, while others require heavy assets or face customer acquisition challenges.