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AI Market Structure | Pauline Yang, Partner at Altimeter Capital

Infinite Curiosity Pod with Prateek Joshi

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Introduction

Pauline Yang is a partner at Altimeter Capital, a tech-focused crossover firm based in Menlo Park. She joined the team in 2017 and has worked on investments in Confluent, Epic Games, GitLab, H1, Refi Health, Transposite, Unity, UiPad, and Workado. In this episode, we covered a range of topics including how she got into VC, investment frameworks at crossover funds,. trends in AI, killer apps in AI, AI infrastructure, generative AI, and the structure of the AI market.

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