Radical Ventures' Rob Toews: Why We Pass on Almost Every AI Startup Except Anthropic

cen6wkf · reddit · 2026-08-11

Rob Toews, partner at Radical Ventures, shares his fund's philosophy on AI investments, noting they pass on almost every brand-new 'Neolab' that relies solely on founder pedigree without clear direction.

The glaring exception was Anthropic. Spun out of OpenAI five years ago with what investors then called an insane valuation, it is now a trillion-dollar giant. Toews argues that this filtering mechanism isn't a one-off, suggesting there will inevitably be 'another Anthropic' in the future.

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