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AI Market Structure | Pauline Yang, Partner at Altimeter Capital
Manage episode 354634701 series 3370867
Pauline Yang is a partner at Altimeter Capital, a tech-focused crossover firm based in Menlo Park. She joined the team in 2017 and has worked on investments in Confluent, Epic Games, Gitlab, H1, Reify Health, Transposit, Unity, UiPath, and Workato. Prior to joining Altimeter, she was an investor at Berkshire Partners, a middle-market private equity firm where she focused on vertical software and consumer investments. She began her career working on M&A transactions at Blackstone. She graduated from Dartmouth College with a BA in economics.
In this episode, we cover a range of topics including:
- How she got into VC
- Investment framework at crossover funds
- Trends in AI/ML
- Killer apps in AI
- AI infrastructure
- Generative AI
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Where to find Prateek Joshi:
Newsletter: https://prateekjoshi.substack.com
Website: http://prateekj.com
LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19
Twitter: https://twitter.com/prateekvjoshi
174 episodes
Manage episode 354634701 series 3370867
Pauline Yang is a partner at Altimeter Capital, a tech-focused crossover firm based in Menlo Park. She joined the team in 2017 and has worked on investments in Confluent, Epic Games, Gitlab, H1, Reify Health, Transposit, Unity, UiPath, and Workato. Prior to joining Altimeter, she was an investor at Berkshire Partners, a middle-market private equity firm where she focused on vertical software and consumer investments. She began her career working on M&A transactions at Blackstone. She graduated from Dartmouth College with a BA in economics.
In this episode, we cover a range of topics including:
- How she got into VC
- Investment framework at crossover funds
- Trends in AI/ML
- Killer apps in AI
- AI infrastructure
- Generative AI
--------
Where to find Prateek Joshi:
Newsletter: https://prateekjoshi.substack.com
Website: http://prateekj.com
LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19
Twitter: https://twitter.com/prateekvjoshi
174 episodes
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