![A Guide to Investing in AI: An Investor’s Perspective [podcast]](https://www.tekedia.com/wp-content/uploads/2025/08/USD-AI-Money.jpg "A Guide to Investing in AI: An Investor’s Perspective [podcast]")
This Tekedia Daily podcast outlines a strategic framework for investing in the AI sector. It emphasizes that while the foundational model layer is dominated by a few major players, significant opportunities exist at the application level.
To be a successful and defensible investment, an application-layer company should create a competitive advantage through solving complex challenges, integration with the physical world, and a niche focus. The most compelling business model discussed is the “full stack” approach, where an AI company also holds the necessary licenses to operate in a traditional industry. For instance, an insurance AI company which has insurance licenses.
Largely, by analyzing the lessons of companies that have been disintermediated by larger platforms in the past, like those that built apps on Twitter’s API, we can learn a crucial lesson. The best place for an investor to put their money is in a company that builds its own competitive moat since we expect foundation model layer companies to vertically integrate over time.
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This means looking for businesses that go beyond simply providing a front-end for a foundational model and instead building a defensible, full-stack solution that is difficult for a large, all-purpose AI to replicate with a single update.
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