Keynote Panel AI from Investment perspective
summary
Panel argues venture bets shift from definitions to deployable value: robotics as a service is framed as a horizontal SaaS‑like market (investments cited in Vicarius, Osaro, even SpaceX), health and human‑in‑the‑loop automation get repeated interest, and RPA remains fertile. Caution flags: autonomous vehicles and eVTOLs are called overhyped. Hardware talk centers on proliferating AI accelerators (BPUs, IPUs) fighting GPUs. COVID effects: first meetings go virtual, geography blurs, lots more capital and inflated prices, and remote investments (India example) can still deliver big returns.
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chapters (13)
- 0:00Intro
- 1:47Welcome
- 2:23Gee
- 3:44AI definition
- 6:14AI in everything
- 7:32Robotics as a service
- 13:26AI overhyped
- 17:39How has COVID changed investing
- 21:28Advantages and disadvantages of Zoom
- 24:41Impact of COVID
- 26:27Where are startups coming from
- 29:13Personal anecdote
- 31:22Worldwide AI disbursement
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