Keynote Panel: AI from Investment perspective
summary
Panelists compare practical investing filters: they reject generic "AI" branding and fund companies that show a clear vertical use case and a defensible data moat, measured by quantity and quality of data and whether software "gets better with use." Investors demand a 10x improvement over incumbents, warn that e‑commerce personalization and incremental sales/marketing tools are overhyped, and highlight traction in contract analytics, supply‑chain visibility and feature‑engineering stacks while calling out data protection, customer obsession and founder integrity as deciding factors.
AI-written summary · about
chapters (47)
- 0:00Introduction
- 0:55Why AI
- 2:15Kellen Carter
- 3:30Austin Guyette
- 4:40You First Capital
- 6:15Emergent Ventures
- 11:40Intelligent software
- 13:00Initial use case
- 14:15Is AI overhyped
- 14:55Is AI overused
- 18:00Second tier of vision
- 18:40Incremental innovation
- 19:50Thesis driven
- 20:30Know the history of the category
- 21:20Know how everything fits in
- 21:45Figure of merit
- 23:05Why now
- 24:00Customer obsession
- 24:55Categories showing traction
- 25:50Data becoming a firstclass citizen
- 27:15Supply chain data analytics
- 28:05Data supply
- 29:00Pace of investing
- 29:30Business as usual
- 30:50COVID19 and venture industry
- 32:55Fuse
- 33:40Covid19 Impact
- 35:05Armored Things
- 35:50Competitive Deal Environment
- 36:30Collaboration
- 37:30Cap table
- 38:35Diversity
- 39:55Female founders
- 40:30Diversity of opinion
- 41:30Diversity goals
- 42:10Women in the pipeline
- 42:35Fairness in the workplace
- 44:00Ethics in technology
- 45:15AI in different sectors
- 46:25Why is it to make money
- 47:05The role of data
- 48:55Will the investment market return
- 49:50Most investors are investing in entrepreneurs
- 51:15Remote work is here to stay
- 52:00Seattle is a ghost town
- 52:30Glasswing as a regional investor
- 53:30Investing in immigrant founders
related talks
01h 00mKeynote Panel AI from Investment perspective
34mKeynote Panel Discussion: Signal vs. Noise: Betting on AI’s Next Wave
35mGetting to yes - What investors look for in big data & AI startups
29mKeynote: How to start a startup for AI Engineers
30mThe Importance of Business Value in the Age of AI
53mPanel: Investing in Intelligence
21mWhere I am putting my money in 2018
38mPanel: The $100B Opportunity for the Cloud-Native Ecosystem: A VC Perspective
