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Headline Venture Partner Kamran Ansari joins Asking for a Trend discuss investment opportunities beyond Big Tech in the artificial intelligence sector.
Ansari notes that among Big Tech names, "it's an arms race" to get ahead in artificial intelligence, emphasizing that "they're investing for the future."
He distinguishes between companies like Alphabet (GOOG, GOOGL), Amazon (AMZN), and Microsoft (MSFT), whose stocks are down as they invest in AI to resell through client services, versus Meta Platforms (META), whose stock is up as they invest further in AI for internal use.
However, he highlights smaller social media platforms Pinterest (PINS), Reddit (RDDT), and Snap Inc. (SNAP). "Those are smaller companies that are not in this arms race," he explains, adding that for them, "the name of the game is eyeballs" as they focus on monetizing their existing user bases.
Watch the full video above to hear Ansari's outlook on DeepSeek's impact on the AI market.
To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend here.
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This post was written by Angel Smith