AI INVESTING
The era of lazy AI products is ending
Investors are still spending heavily on AI. They’re just being more selective.
Right now, they’re backing tools that go deeper.
That means AI products built on unique data, fully embedded in workflows, and capable of actually completing tasks.
Not just helping, but doing.
What’s losing attention is anything easy to copy.
Thin tools, generic software, and basic AI add-ons aren’t enough anymore. If the value mostly sits in the interface or simple automation, it’s not convincing.
AI has lowered the barrier to build, which makes weak products easier to replace.
There’s also a shift in how software is used.
In short:
Strong interest in AI tools with real depth, data, and workflow ownership
Less interest in generic, surface-level, or easily copied products
AI agents are reducing the value of human-led workflows and basic integrations
Depth wins now
As AI agents take over more work, products built around keeping humans inside a workflow are becoming less important.
The focus is moving from managing work to executing it.
Even integrations are starting to matter less, where new ways of connecting AI to data mean being the “connector” is no longer a strong advantage.
The direction is simple, investors are moving towards products that own the problem, the workflow, and the data, and away from anything that feels replaceable.
Is this the biggest shake-up in tech, ever? - MV