 | Avichal Garg has co-founded and backed 10 unicorns through Electric Capital. In a recent interview he laid out, unprompted, the three categories of value AI structurally can't absorb.
First: physical-world work — anything requiring atoms, not bits, stays a moat as long as robotics lags digital AI.
Second: regulated or licensed gates — anywhere the government controls supply and demand for strategic reasons, credentials plus access still win.
Third, and the one that actually lands: relationships. He walks through a defense-procurement example — a specific officer, a 25-year relationship with a contractor, "no substitute for that." His conclusion: those relationship-heavy businesses get more valuable as AI absorbs the grunt work underneath them, not less. Margins go up.
Worth sitting with if you've spent a career stacking "portable" skills instead of gated ones. 🔗 [link] [comments] |
Predictive technology: computational social science