Evaluating AI investments with the 5M Framework

How do you evaluate AI investments in a crowded market? Partner Arvind Ayyala shared with NTT Global Networks the "5M Framework" he uses to identify which AI companies have genuine scalability potential: - Examining 𝐌anagement - 𝐌arket Opportunity - Business 𝐌odel - 𝐌etrics - 𝐌oat A key takeaway from Arvind's interview is that successful AI companies build "picks and shovels" infrastructure, solving enterprise deployment challenges like compliance and security, rather than being a thin veneer over the models. Arvind references how companies like WRITER, ScaleAI, and Databricks succeed by addressing real enterprise adoption barriers. Don't miss the full interview: https://lnkd.in/gSNmczPe

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Suzanne Basalla

Partner at Geodesic Capital

3w

Geodesic Capital & NTT DATA, Inc. - love it! Thanks Megan Dahlgren for the opportunity. Always great to hear from Arvind Ayyala

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