Infinite Curiosity Pod with Prateek Joshi

Talia Goldberg is a partner at Bessemer Venture Partners where she focuses on consumer internet, software, and AI. She became the youngest elected partner in firm history. Bessemer is a VC firm with a long and storied history with investments in companies like Twilio, Shopify, Pinterest, LinkedIn, Yelp, Twitch, and many more. In this episode, we cover a range of topics including: - Why is consumer the biggest beneficiary of AI - AI is generating massive consumer surplus - Why is RLHF only a secondary moat - Distribution tactics for consumer AI: virality via social proof, the Etsy effect, building for niche communities, standing on the shoulder of giants, "first order irrational, second order rational" - Conversion tactics for consumer AI: entertainment as conversion, community-driven conversion, gambling psychology - What does 2024 look like for AI startups and VCs Talia's favorite book: Poor Charlie's Almanack (Author: Charlie Munger)  --------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Dan Caron is the founder and CEO of Health Universe, where they are building an open source collaboration platform for health AI. He was previously the founder and CTO of Dark Pilot. Prior to that, he was the founder and COO of RxREVU. In this episode, we cover a range of topics including: - State of play in Health AI - Why open source in Health AI - The founding of Health Universe - Potential risks of using open source in healthcare - Regulatory environment - Open source vs commercial healthcare - Impact of the open source approach on healthcare providers and global healthcare disparities - The future of open source in Health AI Dan's favorite book: Build (Author: Tony Fadell)--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Jo Varshney is the founder and CEO of VeriSIM Life, an AI-driven bio-simulation platform that enables pharmaceutical companies to accelerate drug development. She has a PhD in Comparative Oncology and Genomics.In this episode, we cover a range of topics including: - State of play in AI-powered drug discovery - Why is it so difficult to know which drug candidates to pursue? - The founding of VeriSIM Life - Role of AI in drug formulation - Role of AI in drug repurposing - Role of AI in drug-drug interaction - How does AI help in evaluating potential toxic effects of a drug candidate? - What should ML developers know about biochemistry? And about biochemists? - Determing the efficacy - De Novo drug design - Patient stratification - The future of AI powered drug discovery Jo's favorite book: Built to Last (Author: Jim Collins)--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Mark Gabel is the cofounder and CEO of Laredo Labs, where they are building an AI agent for software engineers. He was previously the Chief Scientist at Viv Labs and an assistant professor at University of Texas at Dallas. In this episode, we cover a range of topics including: - Current state of generative AI in software development - Solver agent - Characteristics of a good AI assistant - Context awareness - Tradeoff between ease of generation and software quality - The role of programming languages - Future of Generative AI in software engineering Mark's favorite books: - Gödel, Escher, Bach (Author: Douglas Hofstadter)- On Food and Cooking (Author: Harold McGee)--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Jae Lee is the cofounder and CEO of Twelve Labs, where they are building video understanding infrastructure to help developers build programs that can see, hear, and understand the world. He was previously the Lead Data Scientist at the Ministry of National Defense in South Korea. He has a bachelors in computer science from UC Berkeley. In this episode, we cover a range of topics including: - What is multimodal video understanding - State of play in multimodal video - The founding of Twelve Labs - The launch of Pegasus-1 - Four core principles: Efficient Long-form Video Processing, Multimodal Understanding, Video-native Embeddings, Deep Alignment between Video and Language Embeddings - Differences between multimodal vs traditional video analysis - In what ways can malicious actors misuse this technology? - The future of multimodal video understanding Jae's favorite books: - Deep Learning (Authors: Ian Goodfellow, Yoshua Bengio, Aaron Courville)- The Giving Tree (Author: Shel Silverstein)--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Max Grigorev has been building ML products for a long time. He has worked underwater autonomy and has spent time at Google, Airbnb, and Teralytics.  In this episode, we cover a range of topics including: - What is underwater autonomy - State of play in underwater robotics - Challenges of underwater operations - Differences between underwater vs land robotics - Unexplored opportunities in underwater autonomy - Regulatory hurdles - Future of underwater autonomy Max's favorite books: - Dune (Author: Frank Herbert)- Pattern Recognition and Machine Learning (Author: Christopher Bishop)--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Sam Lessin is a GP at Slow Ventures, an early-stage VC firm based out of San Francisco, Boston, and New York. In the last decade, they have invested in the earliest rounds of over 500 companies including Solana, Robinhood, Venmo, Airtable, Slack, Front, Allbirds, Postmates, and more. He's the cofounder of Fin. He was VP of Product Management at Meta. He has a degree from Harvard. In this episode, we cover a range of topics including: - AI technology is great, but AI investing is not a good idea. Why? - Why is AI just an extending innovation as opposed to a platform shift? - Why can't $100B platform wins be manufactured? - Do AI startups have moats? - AI moment vs cloud computing moment - AI regulation - Seed equity "killing fields" - Meaningful AI use cases Sam's deck: https://docsend.com/view/e6nd457kgbg8zichSam's favorite book: The Lessons of History (Authors: Will and Ariel Durant)--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Tristan Zajonc is the cofounder and CEO of Continual, a developer platform for generative AI applications. He previously cofounded Sense, which was a platform for data science and machine learning. It got acquired by Cloudera in 2016. He spent 3 years at Cloudera building ML software. He has a PhD from Harvard. In this episode, we cover a range of topics including: - AI as an interface to the world - Tech stack of the future - The founding of Continual - AI product delivery avenues (cloud, on prem, model hubs, packaged solutions) - Traditional MLOps vs LLMOps - Open source AI - AI compute market Tristan's favorite book: Suburban Nation (Authors: Andres Duany, Elizabeth Plater-Zyberk, Jeff Speck)--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Martice Nicks III is the cofounder and CTO of Danti, a search engine for exploring the extensive collections of Earth observation data available today. He was previously at Orbital Insights, Maxar Technologies, and other companies working on geospatial data.In this episode, we cover a range of topics including: - What is Earth observation data - Where does the data come from - The founding of Danti - Use cases of Earth Observation data- How do you index this data and make it searchable - gSEARCH challenge - What AI tools are being built for defense purposes Martice's favorite books: - The 7 Habits of Highly Effective People (Author: Stephen R. Covey)- Dresden Files (Author: Jim Butcher)--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi 

Nicolas Tilmans is the cofounder and CEO of Anagenex, an AI-powered drug discovery platform. They have raised $37M in funding so far from investors such as Lux Capital, Khosla Ventures, Air Street, Menlo, and Catalio. He was previously the VP of Engineering at Lumiata. He has a PhD in Biochemistry from Stanford. In this episode, we cover a range of topics including: - What are small molecule drugs and why are they challenging to develop - The founding of Anagenex - Data generation engine - DNA Encoded Libraries (DELs) - Affinity Selected Mass Spectrometry - Identifying the right targets - What's next for AI-infused drug discovery Nicolas's favorite books: - Tomorrow, and Tomorrow, and Tomorrow (Author: Gabrielle Zevin)- Letters by Abraham Lincoln (Author: Abraham Lincoln)--------Where to find Prateek Joshi: Newsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19 Twitter: https://twitter.com/prateekvjoshi