An early-stage VC shares why he's not investing in AI coding startups

Jussi Salovaara, managing partner at startup accelerator Antler Asia, said he doesn't see much more room for new entrants in the AI-assisted coding space.

An early-stage VC shares why he's not investing in AI coding startups

TL;DR

  • Jussi Salovaara of Antler Asia is not investing in new AI "vibe-coding" startups.
  • He prefers founders with deep domain expertise over general AI coding capabilities.
  • Salovaara anticipates consolidation in the AI coding space, with larger companies acquiring smaller ones.
  • He sees value in AI companies that combine AI with specific industry knowledge, such as in manufacturing or filmmaking.
  • The article notes that some other accelerators are still investing in AI coding startups.