Quoting Jamie Tomalin
Jun 30, 2025
Some words on AI strategy from Jamie:
Perhaps, the AI-maxi strategy is building vertically integrated operating companies which wield strategic control to own the upside of AI, fundamentally transforming the economics of their business relative to incumbents, enabling them to counter-position and disrupt by selling directly to the end customer?
e.g., Paloma Health, Convictional, Candidly