AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Investing in AI: Trends, Value Creation, and Defensibility
This chapter explores the trends and potential of AI in the tech industry, emphasizing critical analysis, challenges, and opportunities for innovation.
Are you as excited about generative AI as I am?
My guests and I have covered generative AI extensively on the podcast. The applications of this technology are far-reaching and the speed of innovation is dizzying.
I've put together a special 2-part mashup of previous episodes on the topic. In this first installment, we dive deep into the foundational concepts, from exploring the power of transformers to unveiling the game-changing potential of ChatGPT. We also explore the competitive landscape of AI, giving you insights into the race among tech giants and startups, from the perspective of founders and investors.
I hope you enjoy it and go back to listen to the full episodes (if you haven't already done so). Tune in to part 2 next week as we cover the implications of AI on marketers and the societal and ethical implications.
Chapters:
(00:00) Introduction
(02:07) What are transformers? (Pascal Weinberger, Founder & CEO @ Bardeen.ai)
(05:01) Can machines understand? (Pascal)
(05:37) Is Chat-GPT truly a game changer? (Pascal)
(9:12) The chat interface (Alexander De Ridder, Co-Founder & CTO @ Ink)
(11:13) How Chat-GPT continues to improve (Alexander)
(13:49) Google and the Innovator's Dilemma (Tom Taulli, author of "Generative AI: How ChatGPT and Other AI Tools Will Revolutionize Business")
(15:51) Is Google ahead of OpenAI? (Pascal)
(17:23) The AI race between tech giants (Tom)
(18:24) Where does value accrue in the AI race? (Pascal)
(20:16) The new generation of AI startups (Tom)
(22:33) The impact of AI on startups (Leo Polovets, Founding Partner @ Susa Ventures)
(24:25) AI is helping entrepreneurs in starting and scaling companies (Tony Beltramelli, Founder & CEO @ Uizard)
(25:43) Thinking about the competitive landscape (Danielle Dafni, Founder & CEO @ Peech.ai)
(28:16) Where do moats develop? (Hikari Senju, Founder & CEO @ Omneky)
(29:50) Better tech leads to sustainable advantage (Asaf Yanai, Founder & CEO @ Alison.ai)
(32:13) Differentiation and positioning (Yaniv Makover, Founder & CEO @ Anyword)
(34:48) Being AI-first vs. AI as an add-on (Tony B.)
(35:54) People don't buy AI, they buy the value it's creating (Yaniv)
(36:51) Informed AI investments amidst the buzz (Leo)
(40:05) The bull case for investing in AI (April Underwood, Founding Partner @ Adverb Ventures)
(41:33) Conclusion
Sponsor:
This podcast is brought to you by grwth.co. Grwth offers fractional CMOs, paired with best-in-class digital marketing execution to support early-stage startup success. With a focus on seed and series-A companies, Grwth has helped a number of SaaS, digital health, and e-commerce startups build their go-to-market function and scale up.
To learn more and book a free consultation, go to grwth.co. Get in touch with Mosheh:
https://twitter.com/Moshehp
hello@pmfpod.com
Listen to all your favourite podcasts with AI-powered features
Listen to the best highlights from the podcasts you love and dive into the full episode
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
Listen to all your favourite podcasts with AI-powered features
Listen to the best highlights from the podcasts you love and dive into the full episode