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
--------
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
Julia Klein is a partner at March Capital, a growth-stage VC firm. Prior to this, she was the cofounder and CEO of CareerPeer. She has an MBA from Harvard.
Julia's favorite books:
- Brandon Sanderson's books
- The Nightingale (Author: Kristin Hannah)
- Crime and Punishment (Author: Fyodor Dostoevsky)
- The Will of the Many (Author: James Islington)
(00:00) Introduction
(00:07) What Sets an AI Startup Apart
(05:14) The Rise of Generative AI
(08:00) AI and Digital Biology
(08:38) Opportunities in Computer Vision
(12:02) The Potential of Synthetic Data
(13:55) Metrics and Challenges for AI Startups
(19:27) Important Metrics for Growth Stage AI Startups
(25:12) Exciting Technological Breakthroughs in AI
(27:41) Future Opportunities for AI Founders
(29:28) Rapid Fire Round
--------
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
Anand Kannappan is the cofounder and CEO of Patronus AI, an automated AI evaluation and security company. They have raised funding from Lightspeed Venture Partners, Replit CEO Amjad Masad, Gokul Rajaram, and Fortune 500 executives. He was previously at Meta and Vertis. He was also the cofounder of Kyber Technologies, which was a service to systematically predict market events using AI and remote sensing data. It evolved into a futures quant hedge fund managing $15M for partners.
Anand's favorite book: Harry Potter series (Author: JK Rowling)
(00:00) Introduction and Common Failure Modes of Large Language Models
(03:02) Challenges of Automated Evaluation in AI Models
(06:08) The Importance of Fine-Tuning and Retrieval Augmented Generation
(09:02) Addressing Copyright Detection in Language Models
(11:51) The Liability of Companies Using AI Models
(15:02) Advancements in Multimodal Models and State Space Models
(20:48) The Role of Fine-Tuning in the Evolution of Language Models
(23:51) The Significance of Adversarial Testing in AI
(25:56) The Role of Retrieval Augmented Generation in AI
(28:05) The Need for Continuous Function Optimization in Prompting
(29:02) Rapid Fire Round
--------
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
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
--------
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
--------
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
--------
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
--------
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
--------
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)
--------
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)
--------
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)
--------
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)
--------
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)
--------
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
Atif Rafiq is the cofounder and CEO of Ritual, a software app to speed up innovation and move ideas to action. He has held C-suite roles at McDonald's, Volvo, and MGM Resorts. He was previously the cofounder/CEO of Covigna, which is a content management software provider. He's the author of the book Decision Sprint, which was featured on the Wall Street Journal's bestseller list.
(00:08) Defining the Future of Work
(02:06) Skills for an AI-First Workplace
(05:46) Evolution of Education Systems
(08:24) Impact of AI on Skilled Professionals
(10:30) Remote Work Effectiveness
(12:47) Equipping Teams with AI Knowledge
(15:46) Career Pivots towards AI
(17:49) Practical Steps for Problem Solving
(20:12) Value of AI Certifications
(21:27) Introduction to Ritual
(23:18) Surprising Discoveries with Ritual
(26:17) The Future Workplace
(29:09) Rapid Fire Round
Atif's favorite book: Thinking, Fast and Slow (Author: Daniel Kahneman)
--------
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
Curtis Northcutt is the cofounder and CEO of Cleanlab, a data curation platform for LLMs. They have raised $30M in funding from Bain Capital Ventures, Menlo, Databricks, and TQ. He was previously the cofounder and CTO of ChipBrain. He has a PhD in Computer Science from MIT.
(00:07) Data Curation in the Context of LLMs
(01:14) Connection between Language Models and Computer Science
(03:14) Importance of Data Curation for LLMs
(04:06) Challenges in Data Curation for LLMs
(06:09) Confident Learning and its Concept
(09:42) CleanLab and its Role
(12:42) Role of Open Source Datasets and Tooling
(15:08) Balancing Data and Privacy in Regulated Industries
(17:25) Feasibility of Federated Learning
(20:35) Decentralized Compute and Aggregating Compute Clusters
(25:19) Determining Model Size for Data Representation
(27:09) Advice for ML Engineers in Handling Data Curation
(30:20) Rapid Fire Round
Curtis's favorite book: The Bible (in the context of marketing)
--------
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
John Dulin is the founder and CEO of Modern Intelligence, where they are building AI foundation models for defense. He was previously at Numerai and Freenome.
(00:00) Introduction
(00:08) The State of AI in Defense
(03:17) AI Impact on Tactics in Conflicts
(09:24) Real-Time Threat Assessment
(18:21) Naval Operations and Maritime Surveillance
(22:28) Startups and Maritime Technologies
(25:58) Naval Dominance and Global Power
(31:20) Multi-Intelligence in Defense
(35:20) The AI Arms Race and the Future of Defense
(38:59) Rapid Fire Round
John's favorite book: Wilhelm Meister's Apprenticeship (Author: Johann Wolfgang von Goethe)
--------
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
Talia Goldberg is a partner at Bessemer Venture Partners where she focuses on consumer internet, software, and AI. She became the youngest elected partner in firm history. Bessemer is a VC firm with a long and storied history with investments in companies like Twilio, Shopify, Pinterest, LinkedIn, Yelp, Twitch, and many more.
In this episode, we cover a range of topics including:
- Why is consumer the biggest beneficiary of AI
- AI is generating massive consumer surplus
- Why is RLHF only a secondary moat
- Distribution tactics for consumer AI: virality via social proof, the Etsy effect, building for niche communities, standing on the shoulder of giants, "first order irrational, second order rational"
- Conversion tactics for consumer AI: entertainment as conversion, community-driven conversion, gambling psychology
- What does 2024 look like for AI startups and VCs
Talia's favorite book: Poor Charlie's Almanack (Author: Charlie Munger)
--------
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
Dan Caron is the founder and CEO of Health Universe, where they are building an open source collaboration platform for health AI. He was previously the founder and CTO of Dark Pilot. Prior to that, he was the founder and COO of RxREVU.
In this episode, we cover a range of topics including:
- State of play in Health AI
- Why open source in Health AI
- The founding of Health Universe
- Potential risks of using open source in healthcare
- Regulatory environment
- Open source vs commercial healthcare
- Impact of the open source approach on healthcare providers and global healthcare disparities
- The future of open source in Health AI
Dan's favorite book: Build (Author: Tony Fadell)
--------
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
Jo Varshney is the founder and CEO of VeriSIM Life, an AI-driven bio-simulation platform that enables pharmaceutical companies to accelerate drug development. She has a PhD in Comparative Oncology and Genomics.
In this episode, we cover a range of topics including:
- State of play in AI-powered drug discovery
- Why is it so difficult to know which drug candidates to pursue?
- The founding of VeriSIM Life
- Role of AI in drug formulation
- Role of AI in drug repurposing
- Role of AI in drug-drug interaction
- How does AI help in evaluating potential toxic effects of a drug candidate?
- What should ML developers know about biochemistry? And about biochemists?
- Determing the efficacy
- De Novo drug design
- Patient stratification
- The future of AI powered drug discovery
Jo's favorite book: Built to Last (Author: Jim Collins)
--------
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
Mark Gabel is the cofounder and CEO of Laredo Labs, where they are building an AI agent for software engineers. He was previously the Chief Scientist at Viv Labs and an assistant professor at University of Texas at Dallas.
In this episode, we cover a range of topics including:
- Current state of generative AI in software development
- Solver agent
- Characteristics of a good AI assistant
- Context awareness
- Tradeoff between ease of generation and software quality
- The role of programming languages
- Future of Generative AI in software engineering
Mark's favorite books:
- Gödel, Escher, Bach (Author: Douglas Hofstadter)
- On Food and Cooking (Author: Harold McGee)
--------
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
Jae Lee is the cofounder and CEO of Twelve Labs, where they are building video understanding infrastructure to help developers build programs that can see, hear, and understand the world. He was previously the Lead Data Scientist at the Ministry of National Defense in South Korea. He has a bachelors in computer science from UC Berkeley.
In this episode, we cover a range of topics including:
- What is multimodal video understanding
- State of play in multimodal video
- The founding of Twelve Labs
- The launch of Pegasus-1
- Four core principles: Efficient Long-form Video Processing, Multimodal Understanding, Video-native Embeddings, Deep Alignment between Video and Language Embeddings
- Differences between multimodal vs traditional video analysis
- In what ways can malicious actors misuse this technology?
- The future of multimodal video understanding
Jae's favorite books:
- Deep Learning (Authors: Ian Goodfellow, Yoshua Bengio, Aaron Courville)
- The Giving Tree (Author: Shel Silverstein)
--------
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
Max Grigorev has been building ML products for a long time. He has worked underwater autonomy and has spent time at Google, Airbnb, and Teralytics.
In this episode, we cover a range of topics including:
- What is underwater autonomy
- State of play in underwater robotics
- Challenges of underwater operations
- Differences between underwater vs land robotics
- Unexplored opportunities in underwater autonomy
- Regulatory hurdles
- Future of underwater autonomy
Max's favorite books:
- Dune (Author: Frank Herbert)
- Pattern Recognition and Machine Learning (Author: Christopher Bishop)
--------
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
Sam Lessin is a GP at Slow Ventures, an early-stage VC firm based out of San Francisco, Boston, and New York. In the last decade, they have invested in the earliest rounds of over 500 companies including Solana, Robinhood, Venmo, Airtable, Slack, Front, Allbirds, Postmates, and more. He's the cofounder of Fin. He was VP of Product Management at Meta. He has a degree from Harvard.
In this episode, we cover a range of topics including:
- AI technology is great, but AI investing is not a good idea. Why?
- Why is AI just an extending innovation as opposed to a platform shift?
- Why can't $100B platform wins be manufactured?
- Do AI startups have moats?
- AI moment vs cloud computing moment
- AI regulation
- Seed equity "killing fields"
- Meaningful AI use cases
Sam's deck: https://docsend.com/view/e6nd457kgbg8zich
Sam's favorite book: The Lessons of History (Authors: Will and Ariel Durant)
--------
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
Tristan Zajonc is the cofounder and CEO of Continual, a developer platform for generative AI applications. He previously cofounded Sense, which was a platform for data science and machine learning. It got acquired by Cloudera in 2016. He spent 3 years at Cloudera building ML software. He has a PhD from Harvard.
In this episode, we cover a range of topics including:
- AI as an interface to the world
- Tech stack of the future
- The founding of Continual
- AI product delivery avenues (cloud, on prem, model hubs, packaged solutions)
- Traditional MLOps vs LLMOps
- Open source AI
- AI compute market
Tristan's favorite book: Suburban Nation (Authors: Andres Duany, Elizabeth Plater-Zyberk, Jeff Speck)
--------
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
Martice Nicks III is the cofounder and CTO of Danti, a search engine for exploring the extensive collections of Earth observation data available today. He was previously at Orbital Insights, Maxar Technologies, and other companies working on geospatial data.
In this episode, we cover a range of topics including:
- What is Earth observation data
- Where does the data come from
- The founding of Danti
- Use cases of Earth Observation data
- How do you index this data and make it searchable
- gSEARCH challenge
- What AI tools are being built for defense purposes
Martice's favorite books:
- The 7 Habits of Highly Effective People (Author: Stephen R. Covey)
- Dresden Files (Author: Jim Butcher)
--------
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