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  • 📶 Kevin Novak (GP @ Rackhouse) on new business models and AI-first businesses

📶 Kevin Novak (GP @ Rackhouse) on new business models and AI-first businesses

Founder errors of the past and present, second-order effects of intelligence becoming cheaper, how to think about investment time horizons in today's world, and why infrastructure matters more than algorithms

March 27, 2025 • Estimated Reading Time: 5 minutes

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Today we’re breaking down a conversation with Kevin Novak (novakkm) (GP @ Rackhouse).

Rackhouse focuses on founders at the intersection of AI/ML and the real world, and the goal according to their website is to help the most competent and least discovered AI founders win.

I love that - might start copying it.

Kevin is one of the smarter AI investors that I follow, and I wanted to get his take on where he sees things going from his seat.

Let’s get into it.

P.S. If you’re looking for more investor interviews like this one …

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