
The Information: "TikTok Is Not the Enemy"
The Information: "TikTok Is Not the Enemy"
"We must slow down. A more reasonable solution than banning or forcing a sale of TikTok would be to push forward rules for big technology companies that center on ethical data use and the implementation of responsible data principles. I believe that data can be harvested and used for good—as long as the terms of the exchange are clear and consensual."
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This VMblog Q&A with super{set} founding GP Vivek Vaidya explains how the studio builds AI-native enterprise companies by pairing capital with hands-on company building (engineering, GTM playbooks) and focusing on proprietary data as the core moat. It spotlights the $200M acquisition of Habu by LiveRamp (2024) as proof of the model, and details what they seek in technical co-founders, how they hard-wire governance/privacy from day one, and which enterprise workflows are ripe for AI over 2025–2030.

