Camilo Acosta is a GP at Perceptive VC, a pre-seed and seed stage venture firm investing in AI-first companies across the US and Latin America. He was previously a product lead at Meta. Prior to that, he was the cofounder and CEO of Pay By Group.

Camilo's favorite book: The Power Law (Author: Sebastian Mallaby)

(00:00) Introduction
(00:29) Key Factors for AI Startup Success
(01:23) Disruptive Opportunities for Startups in the AI Tech Stack
(03:15) Challenges and Opportunities in AI Hardware
(04:15) Assessing Ambitious Hardware Opportunities
(05:23) Promising Trends in Verticalized AI Applications
(06:21) Impactful AI Applications in Healthcare and Education
(08:11) Modes and Building an Edge in AI Startups
(09:10) The Importance of Truth Seeking and Paranoia in Founders
(11:13) Overlooked Opportunities in AI, Particularly Computer Vision
(13:26) Traits of Successful AI Startup Founders
(15:46) Balancing Coachability and Self-Reliance in Founders
(20:43) Personalized Compute Devices and the Future of Hardware
(22:34) Infusing AI into Venture and Private Equity Workflows
(25:34) Exciting Breakthroughs and Seed Fundable Opportunities in AI
(27:44) The Future of AI Investing and the Role of Founders
(29:48) Rapid Fire Round

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Where to find Prateek Joshi:

Newsletter: https://prateekjoshi.substack.com 
Website: https://prateekj.com 
LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 
Twitter: https://twitter.com/prateekvjoshi 

Anima Anandkumar is a Bren Professor at Caltech. Her work developing novel AI algorithms enables and accelerates scientific applications of AI, including scientific simulations, weather forecasting, autonomous drone flights, and drug design. She has received best paper awards at venues such as NeurIPS and the ACM Gordon Bell Special Prize for HPC-Based COVID-19 Research. She holds degrees from the IIT Madras and Cornell University. She has conducted postdoctoral research at MIT. She was previously principal scientist at Amazon Web Services and senior director at Nvidia.

Anima's favorite book: Hyperspace (Author: Michio Kaku)

(00:00) Introduction
(00:10) The Impact of AI on Science
(02:25) AI Disrupting Physics
(03:02) Challenges in Fluid Dynamics
(06:21) Achieving Orders of Magnitude Speedup
(10:43) AI Discovering New Laws of Physics
(11:45) Complexity of Fluid Dynamics
(15:54) Simulating Physical Phenomena with AI
(22:23) AI for Drones in Strong Winds
(25:16) Optimizing Experiments with AI
(28:19) AI in Quantum Chemistry
(32:38) Technological Breakthroughs in AI
(33:23) Rapid Fire Round

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Where to find Prateek Joshi:

Newsletter: https://prateekjoshi.substack.com 
Website: https://prateekj.com 
LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 
Twitter: https://twitter.com/prateekvjoshi 

Varun Mohan is the cofounder and CEO of Codeium, an AI code generation tool used by hundreds of thousands of developers. They recently announced their $65M Series B led by Kleiner Perkins with participation from Greenoaks and General Catalyst. He was previously at Nuro. He has a bachelors and masters degree from MIT.

Varun's favorite book: The Idea Factory (Author: Jon Gertner)

(00:00) Introduction and State of Play
(03:03) What Generative AI Can Do Well
(06:10) Introduction to Codeium
(08:53) Handling Different Programming Languages
(11:26) Model Architectures and Optimization
(13:27) Interpreting and Trusting AI Decisions
(18:33) Security and Privacy Considerations
(20:07) Impact on Software Quality and Developers
(21:50) Potential Obsolescence of Programming Languages
(23:39) Handling Edge Cases
(26:07) The Biggest Impact of Generative AI for Coding
(28:27) Technological Breakthroughs in Generative AI
(29:30) Rapid Fire Round

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Where to find Prateek Joshi:

Newsletter: https://prateekjoshi.substack.com 
Website: https://prateekj.com 
LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 
Twitter: https://twitter.com/prateekvjoshi 

Rajat Bhageria is the founder and CEO of Chef Robotics, where they are building robots that can do the work of assembly line cooks in commercial kitchens. He's also the cofounder and managing partner of Prototype Capital, a pre-seed VC fund. He was previously the cofounder and CEO of ThirdEye, which got acquired in 2017. He has been a writer for Forbes, TechCrunch, and Huffington Post.

Rajat's favorite book: Steve Jobs (Author: Walter Isaacson)

(00:00) Fundamentals of Robotics and AI
(01:44) Sensors in the Kitchen
(03:18) Motion Control in the Kitchen
(07:15) Introduction to Chef Robotics
(10:15) Designing Robotic Grippers for the Kitchen
(14:01) Computer Vision in the Kitchen
(24:31) The Power of Marrying Software and Hardware
(28:00) Energy Consumption in Robotics
(32:18) User Experience in Robotics
(36:32) Technological Breakthroughs and Future of Robotics
(41:28) Rapid Fire Round

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Where to find Prateek Joshi:

Newsletter: https://prateekjoshi.substack.com 
Website: https://prateekj.com 
LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 
Twitter: https://twitter.com/prateekvjoshi 

Jonathan Godwin  is the cofounder and CEO of Orbital Materials, where they're using Generative AI to develop a pipeline of new materials for carbon removal and energy transition. He was previously a Senior Research Engineer at Google DeepMind.

Jonathan's favorite book: The Making of the Atomic Bomb (Author: Richard Rhodes)

(00:07) The Process of Discovering New Materials
(04:20) Building the Foundation Model
(06:42) The Impact of Google's GNoME Project
(08:49) Adding Materials to the Pipeline
(11:08) Computational Screening and AI
(13:43) Material Structures and Properties
(18:41) Material Formation and Degradation
(20:47) Materials for Carbon Removal and Energy Transition
(23:44) Ensuring Material Safety
(27:13) Exciting New Materials
(28:07) Breakthroughs in Material Science
(30:09) The Future of AI in Materials Discovery
(34:07) Rapid Fire Round

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Where to find Prateek Joshi:

Newsletter: https://prateekjoshi.substack.com 
Website: https://prateekj.com 
LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 
Twitter: https://twitter.com/prateekvjoshi 

Sergiy Nesterenko is the cofounder and CEO of Quilter, an AI platform to automate circuit board layout. He was previously at SpaceX for 5 years and he has a degree from UC Berkeley. They just announced their $10M Series A round led by Benchmark, one of Silicon Valley's most storied VC firms.

(00:07) What is a PCB and its role in electronic devices
(01:30) Examples of PCBs in everyday life
(04:47) Manual components of the PCB design process
(06:26) Introduction to Quilter and its automation of PCB layout
(07:46) What can be automated in PCB layout design
(08:44) Challenges in PCB layout design
(10:12) The role of AI in automating PCB layout design
(12:25) Criteria for PCB design and material selection
(14:38) Thermal management in PCB design
(15:05) Ensuring signal integrity in PCB design
(19:44) The use of AI in PCB design
(20:08) The future of AI in PCB design
(22:07) The importance of material selection in PCB design
(23:32) The importance of thermal management in PCB design
(24:11) Ensuring signal integrity in densely packed PCBs
(26:59) The potential impact of AI on the PCB design process
(28:47) The importance of aesthetics in PCB design
(29:14) The potential obsolescence of human designers in PCB design
(30:26) Exciting innovations in PCB design
(34:42) The need for systematic access to PCB design information
(36:30) Rapid Fire Round

Sergiy's favorite book: The Lord of the Rings trilogy (Author: J. R. R. Tolkien)

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Where to find Prateek Joshi:

Newsletter: https://prateekjoshi.substack.com 
Website: https://prateekj.com 
LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 
Twitter: https://twitter.com/prateekvjoshi 

Ari Morcos is the cofounder and CEO of Datology, an automated data curation platform. He was previously an AI research scientist at Meta and DeepMind. He has a PhD in neuroscience from Harvard.

(00:07) Data Curation and its Importance
(03:29) Assessing Data Quality
(06:50) Challenges in Data Curation
(13:27) Types of Data to Remove
(19:33) Relationship Between Data Size and Model Size
(23:22) Choosing the Optimal Subset of Data
(26:23) The Future of Data Curation
(31:29) Impact on Data Management Service Providers
(36:19) Rapid Fire Round

Ari's favorite books:
- The Making of the Atomic Bomb (Author: Richard Rhodes)
- The Cosmere Series (Author: Brandon Sanderson)

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Where to find Prateek Joshi:

Newsletter: https://prateekjoshi.substack.com 
Website: https://prateekj.com 
LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 
Twitter: https://twitter.com/prateekvjoshi 

Ofer Ronen is the CEO of Tomato.ai, an AI platform to soften speech accents of people as they speak. He was previously at Google where he built Contact Center AI products. Prior to this, he was the cofounder and CEO of Pulse.io and Sendori.

(00:26) Accent Modification in Real Time
(02:21) Training Data for AI Models
(04:14) Overview of Tomato AI
(05:36) Challenges in Modifying Speech Accents
(07:17) Role of Phonetics and Linguistics
(08:19) Handling Intonation and Subtleties in Different Languages
(09:36) Advances in AI for Speech Modification
(11:21) Addressing Societal Bias and Ethical Considerations
(13:08) Expanding Accent Modification to Different Accents
(14:20) Deployment on Mobile Devices and Computational Requirements
(16:02) Disclosure Policy for Accent Modification
(17:59) Future Applications of Speech Modification
(19:48) Ripe Areas for Innovation in Contact Center AI
(22:28) Impact of Generative AI on Speech Modification
(24:53) Demonstrating Success in Contact Center AI
(27:06) Future of AI and Speech Modification
(28:37) Rapid Fire Round

Ofer's favorite book: Life 3.0 (Author: Max Tegmark)

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Where to find Prateek Joshi:

Newsletter: https://prateekjoshi.substack.com 
Website: https://prateekj.com 
LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 
Twitter: https://twitter.com/prateekvjoshi 

Itamar Arel is the CEO of Tenyx, where they are building intelligent voice AI agents. He was previously the founder of Apprente and Binatix. He was previously a visiting associate professor at Stanford.

(00:22) State of Play in Voice AI
(02:21) Modern Voice Agents
(04:01) Building Voice AI Models
(05:48) The Role of Developers
(08:28) Introduction to Tenyx
(09:52) Innovative Use Cases of Voice AI
(15:20) Challenges in Voice AI
(19:18) Scaling Voice AI Across Languages
(21:45) Combating Misinformation in Voice AI
(24:17) Voice AI and Human Creativity
(26:49) Sensitive Use Cases of Voice AI
(28:48) Voice AI in the Military
(30:32) AI-Generated Voice and Disclosure
(32:28) Future of Voice AI
(34:04) Rapid Fire Round

Itamar's favorite book: Consciousness and the Brain (Author: Stanislas Dehaene)

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Where to find Prateek Joshi:

Newsletter: https://prateekjoshi.substack.com 
Website: https://prateekj.com 
LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 
Twitter: https://twitter.com/prateekvjoshi 

Apoorv Agrawal is a partner at Altimeter, a tech-focused crossover firm with investments in iconic companies such as Snowflake, Twilio, UiPath, Uber, Okta, Roblox, HubSpot, GitLab, and more. He focuses on software and AI investments. He was previously an investor at Softbank and Steadview. Prior to this, he was building AI software at Rocket Fuel and Palantir as an engineer. He continues to code to this day and has built AltimeterGPT to augment their research efforts. He has a bachelors in computer science and an MBA from Stanford. 

(00:33) The Rise of MANG VC 
(03:01) Capital Deployed by MANG VC 
(04:27) Impact of ChatGPT on Investment Strategies 
(07:16) The "Round Trip" Effect 
(10:05) Legality and Market Distortion 
(12:19) Margin Profiles of AI Businesses 
(15:28) Valuing Modern AI Businesses 
(18:30) Market Distortions and Downstream Effects 
(21:56) Considerations for Raising Capital from MANG VC 
(26:19) Role of MANG VC in the Next Two Years 
(35:02) Rapid Fire Round 

Apoorv's favorite book: Man's Search for Meaning (Author: Viktor Frankl)

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Where to find Prateek Joshi:

Newsletter: https://prateekjoshi.substack.com 
Website: https://prateekj.com 
LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 
Twitter: https://twitter.com/prateekvjoshi