AnalysisBusinessJuly 28, 2026
Sapphire Ventures: Next AI winners won't build models
Venture firm Sapphire Ventures predicts the next AI value creation will come from applications tailored to healthcare, real estate, and legal services, not foundation models. Partner Cathy Gao also commented on a letter from Nvidia.
Featured · Cathy Gao
1 source
Daily brief
Get tomorrow's AI brief in your inbox
More stories today
- Spotify avoids labeling AI music; third-party databases step in
- AI focus shifts to value maxxing, says Databricks co-founder
- Replit launches Model Selector for choosing AI models
- SK Hynix's Profit Jump Misses Lofty AI Expectations
- Zuckerberg op-ed argues access to superintelligence is key