
Zerodha co-founder Nithin Kamath has warned startup founders that leading investment pitches with artificial intelligence is now a liability, not a differentiator. In a LinkedIn post, Kamath said the flood of decks…
Zerodha co-founder Nithin Kamath has warned startup founders that leading investment pitches with artificial intelligence is now a liability, not a differentiator. In a LinkedIn post, Kamath said the flood of decks touting AI makes him stop reading them. He compared claiming to use AI to bragging about taking a bath daily, calling it 'table stakes' that serious venture capitalists will ignore.
Several founders agreed, noting that AI has become infrastructure comparable to having a website, not a unique selling point. Kamath advised that the real differentiator is proprietary data, a rebuilt workflow, or unique distribution, not the generic buzzword. He urged founders to ask themselves what would still be true about their product if a competitor used the same AI model tomorrow.
The hype around AI has created a deluge of pitch decks where the technology itself is sold as the product, not what it enables. Kamath’s bluntness is refreshing, but the real test for any founder is whether their business survives a model upgrade. Investors should ask: what proprietary data, workflow, or distribution moat exists beyond the LLM call? The number that matters is not users touting AI but repeat revenue from a problem solved without the buzzword.
Source: livemint.com
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