Gus Tai, Investor, Board Member and Retired General Partner at Trinity Ventures, discusses ideas and opportunities in Education with an AI-augmented framework.
>>>Sramana Mitra: What have you been up to in the field of medical imaging? What are you learning? What insights can we convey here?
>>>Sramana Mitra: What is the situation vis-a-vis startup biotech companies that want to use a platform like Atomwise? Is Atomwise seeing startup biotech companies build on their platform?
>>>Sramana Mitra: Could you talk a little bit about the financing journey of a company that has a 10-15 year lifecycle?
>>>Mo Islam, Partner at Threshold Ventures. discusses his firm’s AI investment thesis. We had an excellent discussion on AI-enabled drug discovery, AI-enabled medical imaging, etc.
>>>Sramana Mitra: Yes, definitely. I also want to ask you about your current strategy of investing in AI companies. It sounds like this is a team that you really liked; and you invested in that team and the concept. How often do you do that? Do you invest in concepts much?
>>>Sramana Mitra: So, tell me, what AI companies have you invested in? Let’s do a few case studies and as you are describing them, talk about why you have invested in those companies.
>>>Sramana Mitra: Very good. Just as ChatGPT broke into the mainstream consciousness and really put AI at the center of discussions, The first wave of startups that came out of that euphoria are mainly wrappers. To your point, wrappers don’t have a deep moat in terms of being an AI centric company that is really going to be able to take advantage of AI and build significant defensive advantage to in enterprise applications.
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