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VC Uncovered · Tarun Gupta, Jump Capital

AI's Real Opportunity Is Underserved Markets

“Where does AI enable you as a business to serve a previously underserved market that was so unprofitable to serve before?”

Transcript

I think that's super interesting. But I think the next level of what's really interesting is where does AI enable you as a business to serve a previously underserved market? Because that market was so unprofitable to serve from the effort and customer acquisition cost of bringing sewing in to the revenue you're able to generate from them

and given your cost structure, you couldn't make it profitable. That to me is more interesting. If you can find AI solutions and AI-native businesses that are attacking markets that previously they couldn't be served and they can do so now profitably, that to me is even more unique

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