~/talk

A VC Perspective on AI

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Comet Labs runs a $10M early-stage fund plus an in-house lab that secures proprietary data access from corporations, runs pilots with Fortune 500s, and helps startups hire data scientists; invests across US and China and focuses on B2B AI and robotics (agriculture, insurance, microbiome, construction). Due diligence centers on how data is obtained, whether datasets are proprietary, what part of the stack is unique, reliance on off-the-shelf libraries like ImageNet, and how much human-in-the-loop labeling exists.

AI-written summary · about

  1. 0:00Intro
  2. 1:11About Heights
  3. 4:24VC Perspective
  4. 5:29What QAI needs
  5. 7:03Due Diligence
  6. 8:05Product
  7. 10:13Team
  8. 12:57Data
  9. 14:13Data commoditization
  10. 17:18Companies being acquired
  11. 18:36Big companies making advances
  12. 19:29Favorite AI projects
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