The Meb Faber Show - Better Investing Software Winners & Losers in the Age of AI (w/Alex Rubalcava & Paul Bricault) | #626
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Apr 10, 2026 Paul Bricault, co-founder of Amplify.LA who backs B2B and vertical AI startups, and Alex Rubalcava, an early-stage investor with frontier tech chops, explore AI’s reshape of software economics. They debate which software is safe, how AI speeds product cycles, vertical AI wins in healthcare/finance/space, dramatic pivots, and why speed and sourcing matter in pre-seed investing.
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Avoid Low Complexity Content And Basic Analytics Startups
- Low-complexity content and basic data-analytics roles are highly vulnerable to AI; venture defensibility is hard there.
- Paul says areas like technical writing, translation, and simple insurance brokerage lack venture-level moats now.
Hire Forward Deployed AI Engineers
- Hire AI engineers and forward‑deployed engineers who can iterate with customers and use command-AI tools.
- First Resonance hires people comfortable with fast feedback loops and building AI-augmented workflows on the shop floor.
AI Spend Maturity Moved From Signal Noise To Directed Impact
- Early AI spending showed little correlation with outcomes, but focus and directed tools now produce measurable results.
- Paul notes the shift from broad 'AI spend' to targeted problem-solving tools over recent months.