The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified

437. Why Hardware is Attractive, The Most Interesting Areas in AI Outside of GenAI, and the Modern Data Stack (Jake Yormak)

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Jun 10, 2024
Jake Yormak discusses why hardware is attractive for investments, the most interesting areas in AI beyond GenAI, and the modern data stack. He focuses on early-stage companies, challenges and opportunities in hardware investments, and the impact of AI on workflows and profit pools, especially in computer vision and proprietary data. The conversation also covers the evolution of founders, the future of AI in computer vision, and the importance of computer vision in autonomous driving.
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