Visionary: Real AI Winners Won't Be Selling AI Technologies

In the fast-changing world of technology, veteran investor Chi-Hua Chien stands out with a unique vision. Having spent over two decades in venture capital, Chien is known for his ability to foresee major trends, such as predicting the rise of Facebook. Now, he turns his attention to artificial intelligence.

A Different View of AI Winners

According to a report by TechCrunch, Chien believes that the true winners of the AI revolution will not be companies selling AI technologies directly, but those using these technologies to enhance their products and services. Chien says: "Real value lies not in AI infrastructure, but in applications that change people's lives."

Thinking Like a Cultural Anthropologist

What sets Chien apart from other investors is his unique approach. He does not look at companies purely from a financial perspective but tries to understand culture and human behavior. He describes himself as a "cultural anthropologist," studying how societies interact with technology. This approach helped him discover Facebook early on.

Broader Context

Chien's comments come at a time when the AI sector is experiencing a massive boom, with companies like OpenAI, Google, and Meta competing to develop large language models. However, Chien warns that focusing on infrastructure may be misleading, and investors should look at companies that integrate AI into everyday products.

What This Means for Investors

For investors, Chien's vision suggests looking beyond companies that sell AI technologies. The biggest opportunities may lie in companies that use AI to improve user experience, such as social media platforms, e-commerce, and financial services. However, investors should exercise caution and conduct their own research.