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1 SISTER WIVES: The Brown Family Plans Garrison's Funeral, Gives NEW Details About His Passing. Justin Baldoni v Blake Lively UPDATES, First Pictures Of Micah Plath’s Broken Nose Have Surfaced!… 36:16
AI Disruption: Startups vs Incumbents in the Tech Stack
Manage episode 419706185 series 3370867
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
--------
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
171 episodes
Manage episode 419706185 series 3370867
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
--------
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
171 episodes
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1 Converting Cameras into Autonomous AI Agents | Rish Gupta, CEO of Spot AI 38:50

1 Are AI Phone Agents Ready for Prime Time? | Alex Levin, CEO of Regal 45:21

1 What it Takes to Build a BI Platform | Colin Zima, CEO of Omni 40:07

1 Building Billing Infrastructure for AI Companies | Alvaro Morales, CEO of Orb 38:21

1 Turning Legal Services to APIs | Jay Madheswaran, CEO of Eve 41:02

1 Is LLM the New Operating System? | Anant Bhardwaj, CEO of Instabase 45:37

1 Building AI Agents That Actually Work | Malte Kosub, CEO of Parloa 33:54

1 3000 Customers, One Bold Pivot: Building the First Generative AI Copilot for Lawyers | Scott Stevenson, CEO of Spellbook 44:07

1 The Outer Loop of AI-Powered Coding | Merrill Lutsky, CEO of Graphite 41:26

1 Behind the Scenes of AI Video | Amit Jain, founder of Luma AI 48:19

1 Building an AI-Powered Terminal | Zach Lloyd 38:06

1 When Robots Go Haywire, Who Picks Up The Tab? | Amias Gerety 48:54


1 AI Agents Have Brains, But Where Are Their Wallets? 47:27


1 Building Autonomous Greenhouses with AI and Robotics 37:45



1 Digital Replicas That Can Have Real Conversations 37:40




1 Breaking New Ground With Collaborative Robots 49:22


1 How to extract intelligence from speech data with AI 44:56


1 The Long Tail of AI: Understanding and Resolving Edge Cases 37:53

1 How Symbolic AI is Transforming Critical Infrastructure 38:08

1 AI Disruption: Startups vs Incumbents in the Tech Stack 46:57

1 Unpacking AI Startups: Metrics, Playbooks, and the Future 33:09



1 AI's Role In Physics, Chemistry, and Beyond 39:27






1 Modifying Speech Accents In Real Time With AI 34:34
















1 Evolution of intelligence, Digital life, AGI | Flo Crivello, founder and CEO of Lindy 30:57

1 Thoughts on OpenAI DevDay announcements | Vikram Sreekanti, cofounder and CEO of RunLLM 33:24

1 Artificial Specialized Intelligence, Executive Order on AI, Open Source AI | Douwe Kiela, cofounder and CEO of Contextual AI 41:41

1 AI compute market, LLM infrastructure, Industrial AI | Ville Tuulos, cofounder and CEO of Outerbounds 38:02

1 Prateek talks about Nvidia's new AI agent that can train robots 25:07

1 Prateek talks about Generative AI in Biology 27:38

1 Prateek talks about LLMs learning to represent space and time 23:27

1 Prateek talks about the Reversal Curse of LLMs 18:00

1 Generative AI x Synthetic data | Ali Golshan, cofounder and CEO of Gretel AI 42:38

1 Programmatic AI data development, Multimodal AI, False dichotomy of fine-tuning vs RAG, Compute-optimal LLMs | Alex Ratner, CEO of Snorkel AI 51:11

1 Generative AI x Privacy | Riddhiman Das, CEO of TripleBlind 38:43

1 Prateek talks about AI infrastructure ideas and categories 31:07

1 AI coprocessor for data, Relational knowledge graphs | Molham Aref, CEO of RelationalAI 43:53

1 Prateek talks about 8 strategies to speed up ML on different hardware platforms 18:19

1 Object store for AI workloads | Anand Babu Periasamy, cofounder and CEO of MinIO 40:29

1 AI assistant for software development | Eran Yahav, cofounder and CTO of Tabnine 39:34


1 No-Code Generative AI, Domain specific LLMs, AI experimentation | Karthik Dinakar, cofounder and CTO of Pienso 40:19

1 Prateek talks about 7 skills that ML builders should develop 16:04

1 Compute layer for data, Vector search, AI infrastructure | Venkat Venkataramani, cofounder and CEO of Rockset 43:06

1 Prateek talks about Geometric Deep Learning 15:08

1 ChatGPT Plugins, Generative AI in the enterprise | Matt Turck, Partner at FirstMark Capital 1:10:14

1 Vector databases, Vector search | Bob van Luijt, cofounder and CEO of Weaviate 35:07

1 Iterative AI in B2B SaaS, Coaching networks, Pricing models | Jake Saper, GP at Emergence Capital 58:20

1 AI compute landscape | Jessica Leao, Maverick Ventures 49:24

1 Engineer turned VC | Leo Polovets, cofounder and GP at Susa Ventures 57:00

1 LLM tech stack, Open source startups, Building products for the government | Brian Raymond, cofounder and CEO of Unstructured 37:26

1 Synthetic data in AI, Computational irreducibility, Generative Adversarial Networks | Ofir Zuk, cofounder and CEO of Datagen 42:10

1 Decentralized AI, Blockchain, Incentivized intelligence | Ala Shaabana, cofounder of Bittensor 40:17

1 Fintech AI for 120 Million People | Vishnu Ram Venkataraman, VP Data Science and Engineering at Credit Karma 36:01

1 AI Delivery Models, Cost Structure of AI Businesses, AI-infused Applications | Jill Chase, Partner at CapitalG 41:16

1 Federated Learning, Healthcare AI | Ittai Dayan, cofounder of Rhino Health 32:22

1 Investing in open source startups | Amanda Robson, Partner at Cowboy Ventures 37:31

1 AI Market Structure | Pauline Yang, Partner at Altimeter Capital 45:33

1 State of play in AI research | Sebastian Raschka, Bestselling AI Author and Educator 41:19

1 Generative AI Index | Max Abram, Investor at Scale Venture Partners 37:49

1 Speeding up Generative AI models | Luis Ceze, cofounder and CEO of OctoML 39:56

1 Prateek talks about 9 steps to do customer discovery for AI products 16:39

1 Vector databases x Vertical AI | Andre Zayarni (cofounder/CEO of Qdrant) and Karthik Dinakar (cofounder/CTO of Pienso) 28:06


1 AI x DevOps, Open source AI, Data infrastructure | Timothy Chen, General Partner at Essence VC 1:01:35

1 Prateek talks about 11 things to keep in mind for software engineers to get into AI 18:48

1 Generative AI stack, Android moment of AI, Data infrastructure | Jon Turow, Partner at Madrona 41:11

1 AI x Robotics | Sam Baker, investor at Scale Venture Partners 38:39

1 LLM-infused search, Why LLMs hallucinate, Grounded Generation | Amr Awadallah, cofounder and CEO of Vectara 49:36

1 Training your own LLM, Domain specific models | Naveen Rao, cofounder and CEO of MosaicML 30:22

1 Lessons from a $130M acquisition, ML model deployment for data scientists, Discovering product-market fit | Harry Glaser, cofounder and CEO of Modelbit 40:46

1 LLM Agents, Few-Shot Learning | Matt Welsh, cofounder and CEO of Fixie 37:38

1 AutoGPT, LLMs for developers, Context windows | Aditya Naganath, Investor at Kleiner Perkins 34:35

1 Elad Gil on Generative AI Opportunities, AI Agents, AI Market Structure, and LLM-infused products 29:39

1 Connecting LLMs to your data, In-context learning | Jerry Liu, cofounder and CEO of LlamaIndex 33:20

1 ML testing landscape, Edge cases, ML testing methods, The role of synthetic data | Svet Penkov, cofounder of Efemarai 35:29

1 On-device ML, Generative AI | Sujith Ravi, founder of SliceX AI 46:15

1 Investing in Generative AI, The role of compute, The State of AI report, Biology | Nathan Benaich, founder of Air Street Capital 44:05

1 Investing in AI startups, Large Language Models, Robotics, Future of Generative AI | Rob Toews, partner at Radical VC 46:20

1 Human Centered Design In AI | Helen and Dave Edwards, cofounders of Sonder Studio 1:03:52

1 Prompt engineering, generative AI | Mihail Eric, founder of Confetti AI and Pametan Data Innovation 45:13

1 Search engines, the role of ML in enterprise search, 0-1 phase of building products | Debarghya Das, Founding engineer at Glean 42:07

1 Data observability, creating open source software, being a founder, being an author | Andy Petrella, cofounder of Kensu 38:20

1 Explainable AI, model monitoring, observability | Krishna Gade, CEO of Fiddler AI 47:15

1 Conversation intelligence | Greg Tapper, CEO of PatternAI 41:59

1 AI on the blockchain, decentralized AI research, incentivized computer networks | Ala Shaabana, cofounder of Bittensor 40:44

1 AI observability, being a founder, measuring the ROI of a product | Alessya Visnjic, CEO of WhyLabs 51:31

1 Getting into VC, ML infrastructure trends, generative AI on content platforms, product management at startups | Rak Garg 43:52

1 ML in cybersecurity, founding a startup, 0-1 phase of building ML products | Howie Xu, VP of AI/ML at Zscaler 42:44

1 Data governance | Peggy Tsai, Chief Data Officer at BigID 32:54

1 Being the first engineer at a unicorn, founding an AI startup, being a VC | Jay Madheswaran 38:01

1 AI alignment, Superintelligence, AI safety | Jeremie Harris 41:47

1 Data product pyramid, data product marketplace, data mesh | Jon Cooke 38:52

1 Building a collaborative data platform, founding a startup, product design, engaging users, how will data roles evolve in the future | Oliver Hughes 37:51

1 Data observability, building a data startup, how to do customer discovery | Egor Gryaznov 43:41

1 Synthetic data, quality profiling, building a data startup | Fabiana Clemente 29:51

1 Building an open source startup, programming hygiene for ML practitioners, product discipline | Ketan Umare 33:55

1 Investing in ML startups, building ML products, startup opportunities in ML | Leigh Marie Braswell 31:46

1 How to build an ML startup from scratch, product design, open source strategy, pricing mechanics | Phil Howes 31:36

1 Building a global community for women in AI and tech | Sadie St. Lawrence 31:13

1 Growing from 0 to 775,000 YouTube subscribers by teaching ML and statistics | Joshua Starmer 33:06

1 Building low-code ML tools, being a second-time founder | Tommy Dang 42:01

1 Investing in ML and Data startups, Understanding the modern data stack | Chad Sanderson 28:17

1 AI in pharma, Building products for pharma vs bio vs healthcare | John Thompson 28:48

1 Active Learning in ML, DataPrepOps, Carbon footprint of AI systems | Jennifer Prendki 34:53

1 AMA with Prateek Joshi: Space industry, synthetic data in machine learning, foundation models, AI-infused coding tools 14:59

1 Serg Masis on interpretable machine learning, process fairness vs statistical fairness, how to measure interpretability, how to interpret neural networks, how to increase the interpretability of a… 47:16

1 AMA with Prateek Joshi: Python vs Matlab for machine learning, switching careers to ML, building startups, career paths 15:41

1 Zach Keller on recommerce, circular shopping, carbon footprint, economics, how do incentives work in marketplaces, push bucket vs pull bucket, machine learning tools, building data science culture 34:08

1 What's new in ML: Prateek Joshi talks about predicting battery lifetimes, fighting wildfires with machine learning, rainfall mapping, avoiding idling at traffic lights, world's largest publicly… 16:12

1 Demetrios Brinkmann and Vishnu Rachakonda on how they built the world's largest online hub for production Machine Learning practitioners 41:35

1 What's new in ML: Prateek Joshi talks about brain computer interface, nanomagnetic computing, counting microplastics using Machine Learning, quantum tunneling memory, wine reviews written by AI,… 16:42

1 Thom Ives on his AI journey, creating educational content, establishing online presence, building a portfolio of machine learning projects, preventing burnout, how growth happens through cycles,… 41:29

1 What's new in ML: Prateek Joshi talks about generative AI, enzyme that can break down plastic quickly, nuclear fusion, low-carbon concrete, synthesizing molecules, object detection, few-shot learning. 15:23

1 Tushar Gupta on the step-by-step process of getting a tech book published, identifying topics for books, the process of writing, and trends in machine learning books. 30:54

1 Richad Nieves-Becker on doing academic vs business work in data science, why sales skills are important for data scientists, how to define tractable problems, the advantage of modular products, rise… 44:04

1 Matt Kirk on quantitative economics, data science, writing books, being a zen student, surviving cancer, and using the pomodoro technique. 35:46

1 Che Sharma on experimentation, storytelling, reusable components, creating customer empathy, and data communities. 29:55

1 Pedram Navid on data activation, how data can get political, reverse ETL, and how data practitioners should forge alliances. 39:22

1 Amir Feizpour on building online communities, knowledge discovery, doing research, data science culture, and coaching. 41:48

1 Telling stories WITH data vs ABOUT data | Scott Taylor 39:25

1 Upskilling, learning, and keeping yourself relevant as a data practitioner | Matt Harrison 38:36

1 Ben Taylor on metaheuristics, AI teaching AI, genetic programming, impact of generative AI on art, building startups, and what it means to be the first data scientist at a company 43:47

1 Srinath Sridhar on the 0-to-1 journey of building ML products 43:22

1 What's new in ML: Space telescope, rare earth elements, universal speech translator, quantitative reasoning, quantum computing, robots handling deformable material, and how AI systems can explain a… 13:43

1 Adam Sroka on how energy markets work, where renewable energy fits in, software engineering, data scientists, and using machine learning for climate problems 41:24

1 Doug Laney on infonomics, data monetization patterns, quantifying data's economic value, collateralizing data, and insuring data. 37:11

1 What's new in ML: The question of whether AI is sentient, NASA's helicopter on Mars, Yann LeCun's recent proposal on Autonomous Machine Intelligence, Amazon's AI-powered coding assistant, and a… 14:34

1 Jason Krantz on talent trends in the AI sector, hyperlocal job markets in US, flow of talent across sectors, and the craft of employee retention 35:39

1 Harpreet Sahota on community building, bottom-up adoption, and developer relations for machine learning products 28:39

1 Jordan Morrow on the next unlock for the education market, data literacy, and upskilling in machine learning 33:48


1 Joe Reis on data engineering and architecture 37:25

1 What's new in ML: Prateek Joshi talks about nuclear fusion, photonic chips, electronic skin, and analyzing satellite imagery with machine learning. 17:29

1 Vin Vashishta on injecting reality into machine learning products and creating business value with data science 44:20

1 Margaretta Colangelo on how she entered the world of AI, using AI in healthcare, 2021 milestones, cancer research, AI-power drug discovery, the process of writing, and building a career. 43:12

1 Denis Rothman on how he entered the world of AI, what is metahuman AI, the importance of practice in machine learning, why use transformers, working with customers, interviewing people, and thriving… 39:13

1 Andrew Berry on teaching data science, designing courses, preparing data scientists for jobs, and building a career. 29:11

1 Emilie Schario on entering the world of data science, looking for jobs, working with customers, managing teams, interviewing people, and building a career. 30:16

1 Mihail Eric on how he entered the world of machine learning, the role of educational platforms in ML, working with customers, managing teams, interviewing people, and thriving at work. 35:02

1 Alexey Grigorev on how to enter the world of machine learning, learning data science, running a data community, writing books, doing projects, interviewing people, and how to be a successful… 35:44
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