AI Chat: ChatGPT & AI News, Artificial Intelligence, OpenAI, Machine Learning AI Investment & Web3 with Ray Wu
9 snips
Sep 29, 2025 In this engaging conversation, Ray Wu, managing partner at Alumni Ventures and seasoned VC with over 20 years in tech, shares his journey from developer to investor. He delves into the exciting transition from infrastructure to application-focused AI solutions and highlights the unique needs of enterprise versus consumer AI. Ray also explores the rapid adoption of AI compared to other tech revolutions and discusses the innovative strategies of Alumni Ventures in democratizing venture capital, paving the way for individual investors in emerging tech.
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Engineer Turned Venture Investor
- Ray recounts his path from C/C++ compiler development and IBM Deep Blue to VC roles across Cisco and HP Ventures.
- He highlights seeing repeated waves of tech disruption and now an accelerated AI wave tying his experiences together.
From Infrastructure To Vertical Apps
- Early AI investment focused on infrastructure like training and chips, which created dominant platform players.
- As costs drop, investors now shift toward vertical applications and enterprise integration needs.
Inference Is Its Own Scaling Frontier
- Inference scaling (optimizing models for runtime) is distinct from training infrastructure and unlocks broad application use.
- Companies like Grok focus on inference optimization to lower costs and enable wider deployment.
