Startupable #1 Forbes Angel Investor: "Stay Home!" The AI Playbook for Non-US Founders
16 snips
Nov 26, 2025 
Fabrice Grinda, a veteran entrepreneur and angel investor behind over 1,100 investments, delves into the future of AI and marketplaces. He discusses why being a CEO became mundane after OLX's success and offers insights on auditing your life annually. Fabrice argues that AI can enhance offline businesses and emphasizes the trillion-dollar potential in digitizing B2B. He advises focusing on applied AI over general LLMs and predicts a VC landscape dominated by large asset managers while specialized firms thrive.
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Last Mover Often Wins In Verticals
- First movers often lose; the last player to define the mode typically wins because execution and timing matter greatly.
- Vertical winners depend on technical fit, data needs, and unique user experience, not just being early.
AI Won't Gut Marketplaces Overnight
- LLM-powered agents will reshape some discovery and consultative purchases but won't displace winner-takes-most marketplaces for fulfillment-heavy or top-funnel browsing.
- The biggest impact is on considered purchases where conversation and personalization matter.
Buy Offline Businesses And Add AI
- Buy offline SMB businesses and add an AI + tech layer to drastically improve margins and operations.
- This roll-up plus AI approach is a major, early-stage trend with less direct competition from US incumbents.