The Logan Bartlett Show EP 92: Mike Volpi (Partner, Index Ventures) Top AI Investor Predicts How The AI Wave Will Play Out
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Jan 26, 2024 AI investor Mike Volpi discusses the genesis of AI investments and the impact of technology on investments. He explores the role of optimism and pragmatism in venture capital, the influence of AI on equity value, and the role of government and the private sector in AI regulation. Volpi shares insights on investment strategies, mentoring young entrepreneurs, and the power of frameworks in decision making. He reflects on his career, embracing mistakes in venture capital, and learning from the titans of venture capital. Volpi also discusses his multicultural background and lessons from serving on the board of Ferrari.
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Early AI Investing Genesis
- Mike Volpi discovered AI by attending a TED talk on self-driving cars by Chris Ermson in 2013-14.
- His early fascination grew from understanding AI as a way to replicate human logic unlike traditional programming.
AI As A Platform Shift
- Major technology shifts act as enablers allowing others to build new ideas on top of them.
- AI resembles the internet in creating platforms that unlock many new applications and businesses.
Identify True AI Applications
- Look for SaaS applications that deeply understand and incorporate user workflows and domain-specific knowledge.
- Prioritize solutions that benefit multiple users with network effects over simple AI wrappers.