The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified 410. Navigating the AI Hype: Where Value Will Accrue for Investors, the Future of AI Tech Stack, and the Role of Open Source, Vector Databases, and Recommendations Engines (Tim Tully)
Nov 20, 2023
Tim Tully, Investor at Menlo Ventures, discusses AI hype and investing in AI infrastructure. They explore generative AI companies, emphasizing vector databases and open source projects. The importance of clarity, deterministic tasks, and understanding the job to be done is highlighted. Tim's journey from operator to VC and the hiring of Jaff Redfern are also discussed.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Investing in AI and ML Infrastructure
01:52 • 3min
Investing in Companies Building Generative AI
05:18 • 16min
Accelerating Teams with Clarity and Deterministic Tasks
21:26 • 4min
Choosing Venture Capital as a Technologist
25:44 • 2min
Jaff Redfern's Hiring and the Importance of UX
27:21 • 10min