Investing In AI-first Startups
Description
Camilo Acosta is a GP at Perceptive VC, a pre-seed and seed stage venture firm investing in AI-first companies across the US and Latin America. He was previously a product lead at Meta. Prior to that, he was the cofounder and CEO of Pay By Group.
Camilo's favorite book: The Power Law (Author: Sebastian Mallaby)
(00:00 ) Introduction
(00:29 ) Key Factors for AI Startup Success
(01:23 ) Disruptive Opportunities for Startups in the AI Tech Stack
(03:15 ) Challenges and Opportunities in AI Hardware
(04:15 ) Assessing Ambitious Hardware Opportunities
(05:23 ) Promising Trends in Verticalized AI Applications
(06:21 ) Impactful AI Applications in Healthcare and Education
(08:11 ) Modes and Building an Edge in AI Startups
(09:10 ) The Importance of Truth Seeking and Paranoia in Founders
(11:13 ) Overlooked Opportunities in AI, Particularly Computer Vision
(13:26 ) Traits of Successful AI Startup Founders
(15:46 ) Balancing Coachability and Self-Reliance in Founders
(20:43 ) Personalized Compute Devices and the Future of Hardware
(22:34 ) Infusing AI into Venture and Private Equity Workflows
(25:34 ) Exciting Breakthroughs and Seed Fundable Opportunities in AI
(27:44 ) The Future of AI Investing and the Role of Founders
(29:48 ) Rapid Fire Round
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