I think it's no surprise to anyone here that we're in a reset moment in the metric capital industry from the limited partner perspective. I think there are going to be a lot more discerning going forward on the managers they work with. On the company side, we're also seeing a significant reset moment. Early stage continues to be very robust. It might surprise people here that we are as active as we've ever been at Graylock. We have three companies into our full partner meeting on Monday. A lot of them have something to do with AI, which is an enabling technology wave.
Greylock general partners Saam Motamedi and Reid Hoffman talk with Umi Mehta, who is the Global Head of tech Private Equity and Venture Capital Investing at Morgan Stanley. In this conversation, they discuss the current investing environment in the context of artificial intelligence technology – specifically, its impact on pretty much every industry across enterprise and consumer sectors. AI has evolved rapidly in recent years, and that pace of advancement is only getting faster. Saam and Reid explain how AI is becoming an enabling platform technology, much the same as previous waves of tech transitions like mobile and cloud did in earlier eras. This conversation was recorded at Morgan Stanley’s annual TMT Conference, which draws an audience of more than 3,000 investors and members of tech companies. On that note, the audio quality isn’t the highest, but each speaker is clear. And if you have any difficulty hearing some of the parts, rest assured that you can find all of the conversation in the transcript here: https://greylock.com/greymatter/ais-transformative-power/
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