~/talk

Keynote Panel AI from Investment perspective

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slides:none on file

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.

AI-written summary · about

  1. 0:00Intro
  2. 1:47Welcome
  3. 2:23Gee
  4. 3:44AI definition
  5. 6:14AI in everything
  6. 7:32Robotics as a service
  7. 13:26AI overhyped
  8. 17:39How has COVID changed investing
  9. 21:28Advantages and disadvantages of Zoom
  10. 24:41Impact of COVID
  11. 26:27Where are startups coming from
  12. 29:13Personal anecdote
  13. 31:22Worldwide AI disbursement
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