Negar Rajabi - AI Investment Map 2026: Where Should You Build? - April 2026

This is a Medium article by Negar Rajabi, a venture capitalist, publishing an AI investment map for 2026. It analyzes the AI value chain, identifies where defensibility exists, and advises founders on where to build — emphasizing edge AI, security, vertical applications, and proprietary data over horizontal middleware and foundation models. The article also highlights recent exits like Wiz and CoreWeave to illustrate where capital is flowing.