AI Disruption: Startups vs Incumbents in the Tech Stack
Infinite Machine Learning: Artificial Intelligence | Startups | Technology
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Infinite Machine Learning: Artificial Intelligence | Startups | Technology
AI Disruption: Startups vs Incumbents in the Tech Stack
May 22, 2024
Prateek Joshi

Edward Suh is the founder and managing partner of Alpine Ventures, an early stage venture capital fund. He was previously at Goodwater Capital and Redpoint Ventures. He has bachelors and masters degree from Stanford specializing in AI.

Edward's favorite book: Poor Charlie's Almanack (Author: Charlie Munger)

(00:00) Introduction and Investing Framework
(06:02) Cold Emailing and Honest Feedback
(13:23) Biases and Opportunities in the VC Ecosystem
(20:47) Disruption and Ownership in the AI Tech Stack
(24:15) Robotic Process Automation and AI Agents
(26:08) Consumer AI Opportunities
(30:00) Unlocking Opportunities in EdTech
(33:11) Technological Breakthroughs in AI
(35:04) 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 

Episode Artwork AI Disruption: Startups vs Incumbents in the Tech Stack 46:57 Episode Artwork Unpacking AI Startups: Metrics, Playbooks, and the Future 33:09 Episode Artwork Automated Evaluation of LLMs 36:03 Episode Artwork Investing In AI-first Startups 33:28 Episode Artwork AI's Role In Physics, Chemistry, and Beyond 39:27 Episode Artwork Generative AI for Coding 32:03 Episode Artwork Building Robots That Can Cook 43:55 Episode Artwork Discovering New Materials With AI 39:35 Episode Artwork Designing Printed Circuit Boards With AI 39:26 Episode Artwork Algorithmic Data Curation 41:10 Episode Artwork Modifying Speech Accents In Real Time With AI 34:34 Episode Artwork Voice AI Agents 40:08 Episode Artwork MANG VC "Round Trip" Phenomenon in AI 40:38 Episode Artwork AI x Future of Work 33:14 Episode Artwork LLM Data Frontiers 33:45 Episode Artwork AI in Defense 47:42 Episode Artwork Building and Investing in Consumer AI 40:51 Episode Artwork Open Source x Health AI 42:19 Episode Artwork Biosimulation for Drug Development 32:03 Episode Artwork Solver Agent 41:39 Episode Artwork Multimodal Video Understanding 42:12 Episode Artwork Underwater Robotics 41:44 Episode Artwork Sam Lessin on AI investing 40:52 Episode Artwork AI as an interface to the world 45:07 Episode Artwork Earth Observation with AI 36:59