Precursor VenturesA classic pre-seed and seed stage venture capital firm

Is AI the next trillion-dollar industry hiding in plain sight?

9 Jun 2025 · 0 min

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0:14

A short excerpt from a Precursor Ventures YouTube conversation arguing that AI could enable the creation of companies worth trillions of dollars, representing a step-change in industry value, while noting uncertainty about how to monetize these opportunities. The key point raised is that the monetization/business-model question remains unresolved — it appears consumer-facing but monetizes more like SaaS.

Hundreds of billions of dollars to produce companies that are worth trillions of dollars in value. That's like a new order of magnitude step function for the industry. And we're doing it all without, I would say, high confidence that we figured out the business model and monetization piece.
Yeah, that's the key part. The key takeaway is the monetization piece has not been figured out. It looks like consumer, but monetizes like SaaS, like you say it all the time.