E39: Guy Perelmuter on Generating Alpha in Deeptech

12 snips

Feb 6, 2024

Investment strategist Guy Perelmuter discusses his investment strategy, the paradox of AI, the potential of DeepTech, and the impact of AI on the labor force. They also touch on LP value-add, the importance of overcommunication, and the ideal GP relationship. They explore the convergence of technology and biology in biotech, OpenAI's plans for an AI app store, and the debate on effective altruism and responsible development of AI. Perelmuter emphasizes the importance of diversification, consistent returns, and leveraging network and partnerships in venture capital.

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Introduction

00:00 • 1min

Combining Technical and Financial Expertise in Venture Capital

01:29 • 7min

The Exciting Potential of Biotech

08:28 • 6min

Building an AI App Store and the Value of Specialized LLMs

14:27 • 2min

The Debate on Effective Altruism and Responsible Development of AI

16:03 • 6min

Investment Strategy and Diversification

21:43 • 17min

Qualities Top Entrepreneurs Look for in Venture Capitalists

38:15 • 4min