Sarah Guo and Elad Gil: The Future of AI Investing

In this episode, long-time entrepreneur and startup investor Elad Gil and former Greylock General Partner and Conviction founder Sarah Guo join host and Lightspeed Partner Michael Mignano to take a look at the broadening world of AI investing. The three discuss the surprise of ChatGPT3, the future of AI consumer products, and the potential UI evolution AI platforms could bring.

Episode Chapters

(00:00) Sarah Guo and Elad Gil, investors extraordinaire 

(03:45) 2023 was the year of AI - did they see it coming?

(11:12) The go-forward opportunity for foundational models

(16:31) What does the next app wave look like?

(19:01) Who’s winning AI: Consumer or Enterprise??

(23:35) Will SMBs leverage AI or will SMBs be the new BigCo’s as a result of AI??

(31:30) Vertically integrated models

(39:54) Chat as an interface: the future or the past?

(49:19) Hardware x AI

(55:45) Will Web3 be the way to verify authenticity?

(01:00:11) Where is regulation headed?

(01:02:13) Where to listen to No Priors

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