In this article for Tech Funding News, David von Rosen argues that investors are losing their entrepreneurial edge by blindly pursuing AI. He believes that the greatest future returns will come from backing bold, unconventional innovation outside the crowded AI bubble.
David warns that while AI appears risky, it is actually a form of “risk without imagination” driven by inflated valuations and market herd mentality. He urges investors to think like founders – identifying unsolved problems, betting early on breakthrough ideas, and seeking opportunities in overlooked high-innovation sectors such as biotech and agtech.
"The investors who see outsized returns are the ones who take creative risks. Who back a founder’s vision rather than follow the crowd’s enthusiasm. But to do that, investors need to think like founders."
Dr. David von Rosen, Principal of VONROSEN
He contends that entrepreneurial investing requires conviction, a willingness to take hands-on roles, and an appetite for transformative upside rather than incremental gains. While AI will have winners, David argues that outsized returns will be captured by those who dare to look where others aren’t, pursuing frontier ideas with the potential to reshape industries.
Read the full article here.
