Rebecca Liu-Doyle at Insight Partners emphasizes that customer intelligence is the only lasting competitive advantage as AI eliminates traditional software switching costs, pushing founders to personally handle customer conversations and deal-closing rather than delegating early. She focuses on AI infrastructure companies that turn models into commercial products and abstraction layers like AssemblyAI, rather than backing pure algorithm development, while also investing across categories from mission-critical workflow software to science-led beauty companies like Wonderskin.