Mark Rostick, a vice president and senior managing director at Intel Capital, shared insights about the shift towards application-focused AI solutions. He stated, "I find models that excel at specific functions particularly intriguing, especially when combined with agents built on top of them. As AI adoption accelerates, application-focused companies will take center stage, as CEOs increasingly seek ways to leverage AI in specific areas that deliver tangible, transformative impact."
Mike Hayes, managing director at Insight Partners, emphasized the importance of addressing unique challenges in the enterprise space. He remarked, "I look for solutions that solve unique, orthogonal challenges for enterprises - areas where traditional solutions have fallen short. This includes vertical and persona-specific workflows reimagined with GenAI or agentic automation and security innovations that not only identify and alert but also remediate."
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