Machine Learning

I do expect that for many of these semiconductor startups it is going to be a pretty long game just in terms of looking at what new use cases might crop up. I think the other reality is perhaps like you know most of the very kind of lucrative or or large-scale revenue opportunities in machine learning are still like the hyperscalers style companies.

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In episode 48 of The Gradient Podcast, Daniel Bashir speaks to Nathan Benaich.

Nathan is Founder and General Partner at Air Street Capital, a venture capital (VC) firm focused on investing in AI-first technology and life sciences companies. Nathan runs a number of communities focused on AI including the Research and Applied AI Summit and leads Spinout.fyi to improve the creation of university spinouts. Together with investor Ian Hogarth, Nathan co-authors the State of AI Report.

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Outline:

* (00:00) Intro

* (02:40) Nathan’s interests in AI, life sciences, investing

* (04:10) Biotech and tech-bio companies

* (08:00) Why Nathan went into VC

* (10:15) Air Street Capital’s focus, investing in AI at an early stage

* (14:30) Why Nathan believes in specialism over generalism in AI, balancing consumer-focused ML with serious technical work

* (17:30) The European startup ecosystem

* (19:30) Spinouts and inventions born in academia

* (23:35) Spinout.fyi and issues with the European model

* (27:50) In the UK, only 4% of private AI companies are spinouts