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Investing in AI with a Venture Capitalist Perspective
Investing in AI is attracting asset managers who may not prioritize real returns, while true venture capitalists like the speaker focus on deploying their own money for better outcomes. The speaker emphasizes the importance of caring about returns when investing, highlighting the distinction between being a 'DPI guy' who prioritizes returns and an 'AUM guy' focused on assets under management. Additionally, the speaker mentions being a seed investor and a believer in the profit potential for big companies in AI technology, despite observing a trend of non-venture capitalists investing in AI.