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Content provided by Redpoint Ventures and By Redpoint Ventures. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Redpoint Ventures and By Redpoint Ventures or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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Ep 61: Redpoint’s AI Investors Break Down What Separates Enduring AI Companies from the Hype

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Manage episode 476039634 series 3495253
Content provided by Redpoint Ventures and By Redpoint Ventures. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Redpoint Ventures and By Redpoint Ventures or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

At Redpoint’s annual meeting with investors, Redpoint partners Scott Raney, Alex Bard, Patrick Chase and Jacob Effron shared unfiltered thoughts on some of the most topical questions in AI today, where value will accrue, which industries are best positioned for defensibility at the application layer, and more.

(0:00) Intro
(0:39) AI Investment Landscape
(1:30) Market Projections
(3:25) Strategic Imperatives in AI
(6:04) AI Model Layer Insights
(10:06) Infrastructure Layer
(11:46) Application Layer
(15:04) Vertical AI SaaS Opportunities
(21:45) Evaluating Early-Stage Founders
(23:39) First Mover Advantage and Competitive Dynamics
(25:28) Domain Expertise vs. AI Expertise
(26:58) Why AI Startups Fail
(29:41) Startups vs. Incumbents
(35:15) Navigating High AI Valuations

With your co-hosts:

@jacobeffron

- Partner at Redpoint, Former PM Flatiron Health

@patrickachase

- Partner at Redpoint, Former ML Engineer LinkedIn

@ericabrescia

- Former COO Github, Founder Bitnami (acq’d by VMWare)

@jordan_segall

- Partner at Redpoint

  continue reading

67 episodes

Artwork
iconShare
 
Manage episode 476039634 series 3495253
Content provided by Redpoint Ventures and By Redpoint Ventures. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Redpoint Ventures and By Redpoint Ventures or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

At Redpoint’s annual meeting with investors, Redpoint partners Scott Raney, Alex Bard, Patrick Chase and Jacob Effron shared unfiltered thoughts on some of the most topical questions in AI today, where value will accrue, which industries are best positioned for defensibility at the application layer, and more.

(0:00) Intro
(0:39) AI Investment Landscape
(1:30) Market Projections
(3:25) Strategic Imperatives in AI
(6:04) AI Model Layer Insights
(10:06) Infrastructure Layer
(11:46) Application Layer
(15:04) Vertical AI SaaS Opportunities
(21:45) Evaluating Early-Stage Founders
(23:39) First Mover Advantage and Competitive Dynamics
(25:28) Domain Expertise vs. AI Expertise
(26:58) Why AI Startups Fail
(29:41) Startups vs. Incumbents
(35:15) Navigating High AI Valuations

With your co-hosts:

@jacobeffron

- Partner at Redpoint, Former PM Flatiron Health

@patrickachase

- Partner at Redpoint, Former ML Engineer LinkedIn

@ericabrescia

- Former COO Github, Founder Bitnami (acq’d by VMWare)

@jordan_segall

- Partner at Redpoint

  continue reading

67 episodes

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