Lead Edge Capital’s Mitchell Green on the 2026 investment outlook

Mitchell Green, founder and managing partner of Lead Edge Capital, says the “mind boggling” capital expenditure of private artificial intelligence companies is one of the biggest worries for him amidst the potential commoditization of AI models. He also says not to underestimate the ingenuity and creativity of Chinese AI companies, and that Bytedance is probably the most advanced AI company in the world.