~/panel

Keynote Panel: AI from Investment perspective

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name:Sarah Fay
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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

  1. 0:00Introduction
  2. 0:55Why AI
  3. 2:15Kellen Carter
  4. 3:30Austin Guyette
  5. 4:40You First Capital
  6. 6:15Emergent Ventures
  7. 11:40Intelligent software
  8. 13:00Initial use case
  9. 14:15Is AI overhyped
  10. 14:55Is AI overused
  11. 18:00Second tier of vision
  12. 18:40Incremental innovation
  13. 19:50Thesis driven
  14. 20:30Know the history of the category
  15. 21:20Know how everything fits in
  16. 21:45Figure of merit
  17. 23:05Why now
  18. 24:00Customer obsession
  19. 24:55Categories showing traction
  20. 25:50Data becoming a firstclass citizen
  21. 27:15Supply chain data analytics
  22. 28:05Data supply
  23. 29:00Pace of investing
  24. 29:30Business as usual
  25. 30:50COVID19 and venture industry
  26. 32:55Fuse
  27. 33:40Covid19 Impact
  28. 35:05Armored Things
  29. 35:50Competitive Deal Environment
  30. 36:30Collaboration
  31. 37:30Cap table
  32. 38:35Diversity
  33. 39:55Female founders
  34. 40:30Diversity of opinion
  35. 41:30Diversity goals
  36. 42:10Women in the pipeline
  37. 42:35Fairness in the workplace
  38. 44:00Ethics in technology
  39. 45:15AI in different sectors
  40. 46:25Why is it to make money
  41. 47:05The role of data
  42. 48:55Will the investment market return
  43. 49:50Most investors are investing in entrepreneurs
  44. 51:15Remote work is here to stay
  45. 52:00Seattle is a ghost town
  46. 52:30Glasswing as a regional investor
  47. 53:30Investing in immigrant founders
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