Asia Centric by Bloomberg Intelligence
Investing in Startups During the Era of AI 2.0
Jan 8, 2025
Esther Wong, founder of 3C AGI Partners and former managing director at SenseTime, dives into AI's transformative potential in venture capital. She explores why Asia is the ideal ground for AI innovation, highlighting investment opportunities in Southeast Asia, particularly Singapore. The conversation addresses sustainability challenges in AI and the geopolitical risks affecting investments, especially in China. Wong also shares her insights on future technologies, including the intriguing concept of data centers in space.
30:34
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Quick takeaways
- The shift from AI 1.0 to AI 2.0 marks a transition toward practical applications, enhancing AI's integration in daily business operations.
- Venture capital strategies in AI are evolving towards a focused incubation model, partnering closely with selected sectors and promising founders for success.
Deep dives
Investment Trends in AI Infrastructure
Investment in artificial intelligence has been primarily directed towards the infrastructure supporting it, particularly in semiconductor design and data centers. Companies like NVIDIA, Samsung, and TSMC are major beneficiaries of this trend, as they create the necessary hardware for AI applications. The discussion of AI investment also points to a broader shift from a theory-driven AI, termed AI 1.0, to a more practical, usage-oriented AI 2.0. This transformation reflects a growing reliance on AI technologies across various sectors, as businesses increasingly incorporate AI into their daily operations.
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