AI Disruption: Startups vs Incumbents in the Tech Stack
Description
Edward Suh is the founder and managing partner of Alpine Ventures, an early stage venture capital fund. He was previously at Goodwater Capital and Redpoint Ventures. He has bachelors and masters degree from Stanford specializing in AI.
Edward's favorite book: Poor Charlie's Almanack (Author: Charlie Munger)
(00:00 ) Introduction and Investing Framework
(06:02 ) Cold Emailing and Honest Feedback
(13:23 ) Biases and Opportunities in the VC Ecosystem
(20:47 ) Disruption and Ownership in the AI Tech Stack
(24:15 ) Robotic Process Automation and AI Agents
(26:08 ) Consumer AI Opportunities
(30:00 ) Unlocking Opportunities in EdTech
(33:11 ) Technological Breakthroughs in AI
(35:04 ) Rapid Fire Round
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