83 min listen
E21: VC Insights on Investing in Artificial Intelligence with Sarah Guo and Elad Gil of No Priors Podcast
From"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis
E21: VC Insights on Investing in Artificial Intelligence with Sarah Guo and Elad Gil of No Priors Podcast
From"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis
ratings:
Length:
61 minutes
Released:
May 2, 2023
Format:
Podcast episode
Description
Nathan Labenz and Erik Torenberg sit down with Sarah Guo and Elad Gil, notable investors and co-hosts of the AI-focused No Priors podcast. They discuss how Sarah and Elad are approaching AI investment opportunities right now, how that differs from how they've thought about investing in the past, where in the stack from hardware to applications they expect to see value accrue, what modes of human-AI interaction they are most interested in, and more.
Sarah is the founder of $100M AI-focused venture fund Conviction VC, which she launched last fall. She was previously General Partner at Greylock. Elad is a serial entrepreneur and a startup investor. He has invested in over 40 companies now worth $1B or more each, and is also author of the High Growth Handbook.
This episode is the first in a series centered on talking to rising voices in AI media, people who are now only working overtime to understand everything going on in AI, but also creating thought leadership and educational content meant to help others get up to speed as well.
We highly recommend Erik Torenberg’s interview show "Upstream". Guests include Ezra Klein, Balaji Srinivasan, David Sacks, and Marc Andreessen. Subscribe here:
Spotify: https://open.spotify.com/show/7wHYcVRmMP6rWQL9lVQJlL
Apple: https://podcasts.apple.com/us/podcast/upstream-with-erik-torenberg/id1678893467
LINKS:
No Priors Podcast on Spotify: https://open.spotify.com/show/0O65xhqvGVhpgdIrrdlEYk
No Priors on Apple Podcast: https://podcasts.apple.com/us/podcast/no-priors-artificial-intelligence-machine-learning/id1668002688
Elad Gil's blog: https://blog.eladgil.com/
Sarah Guo's blog: https://sarahguo.com/blog
TIMESTAMPS:
(00:00) Episode preview
(04:43) What is software 3.0
(09:14) Disruption coming from startups or incumbents?
(13:42) Sarah and Elad identify overlooked investment opportunities in AI
(15:19) Sponsor: Omneky
(15:46) Future of social media
(22:45) AI agents & personal co-pilots
(25:32) Where to invest in AI?
(31:11) How our kids will interact with AI
(34:50) How to gain conviction as an investor in AI
(45:07) When should founders raise money and when should they bootstrap?
(46:28) How should startups spend their capital now that we have AI capabilities?
(48:10) Sarah & Elad’s favorite products in AI
(51:39) Would Sarah & Elad get a neuralink implant?
(53:41) AI hopes and fears
TWITTER:
@CogRev_Podcast
@labenz (Nathan)
@eriktorenberg (Erik)
@sarahnormous (Sarah)
@eladgil (Elad)
Thank you Omneky for sponsoring The Cognitive Revolution. Omneky is an omnichannel creative generation platform that lets you launch hundreds of thousands of ad iterations that actually work, customized across all platforms, with a click of a button. Omneky combines generative AI and real-time advertising data. Mention "Cog Rev" for 10% off.
More show notes and reading material released in our Substack: https://cognitiverevolution.substack.com/
Learn more about your ad choices. Visit megaphone.fm/adchoices
Sarah is the founder of $100M AI-focused venture fund Conviction VC, which she launched last fall. She was previously General Partner at Greylock. Elad is a serial entrepreneur and a startup investor. He has invested in over 40 companies now worth $1B or more each, and is also author of the High Growth Handbook.
This episode is the first in a series centered on talking to rising voices in AI media, people who are now only working overtime to understand everything going on in AI, but also creating thought leadership and educational content meant to help others get up to speed as well.
We highly recommend Erik Torenberg’s interview show "Upstream". Guests include Ezra Klein, Balaji Srinivasan, David Sacks, and Marc Andreessen. Subscribe here:
Spotify: https://open.spotify.com/show/7wHYcVRmMP6rWQL9lVQJlL
Apple: https://podcasts.apple.com/us/podcast/upstream-with-erik-torenberg/id1678893467
LINKS:
No Priors Podcast on Spotify: https://open.spotify.com/show/0O65xhqvGVhpgdIrrdlEYk
No Priors on Apple Podcast: https://podcasts.apple.com/us/podcast/no-priors-artificial-intelligence-machine-learning/id1668002688
Elad Gil's blog: https://blog.eladgil.com/
Sarah Guo's blog: https://sarahguo.com/blog
TIMESTAMPS:
(00:00) Episode preview
(04:43) What is software 3.0
(09:14) Disruption coming from startups or incumbents?
(13:42) Sarah and Elad identify overlooked investment opportunities in AI
(15:19) Sponsor: Omneky
(15:46) Future of social media
(22:45) AI agents & personal co-pilots
(25:32) Where to invest in AI?
(31:11) How our kids will interact with AI
(34:50) How to gain conviction as an investor in AI
(45:07) When should founders raise money and when should they bootstrap?
(46:28) How should startups spend their capital now that we have AI capabilities?
(48:10) Sarah & Elad’s favorite products in AI
(51:39) Would Sarah & Elad get a neuralink implant?
(53:41) AI hopes and fears
TWITTER:
@CogRev_Podcast
@labenz (Nathan)
@eriktorenberg (Erik)
@sarahnormous (Sarah)
@eladgil (Elad)
Thank you Omneky for sponsoring The Cognitive Revolution. Omneky is an omnichannel creative generation platform that lets you launch hundreds of thousands of ad iterations that actually work, customized across all platforms, with a click of a button. Omneky combines generative AI and real-time advertising data. Mention "Cog Rev" for 10% off.
More show notes and reading material released in our Substack: https://cognitiverevolution.substack.com/
Learn more about your ad choices. Visit megaphone.fm/adchoices
Released:
May 2, 2023
Format:
Podcast episode
Titles in the series (100)
E10: The AI Voice Revolution with Mahmoud Felfel of Play.ht: The development of ultra-realistic human voices is upon us, and Mahmoud Felfel's company Play.ht is leading the next generation of text-to-voice models. In this episode, we discuss the challenges and opportunities of automating a more human voice, as well as concerns about deep fakes and user safety. Also, you might be interested to check out the debut of Erik Torenberg's new podcast "Upstream". This coming season features interviews with Marc Andreessen (Episode 1 is out now), David Sacks, Ezra Klein, Balaji Srinivasan, Katherine Boyle, and more. Subscribe here: https://podcasts.apple.com/us/podcast/id1678893467 Timestamps: (0:00) Preview of Mahmoud on this episode (0:55) Sponsor: Omneky.com (1:45) Nathan clones his voice using Play.ht (6:11) Why Mahmoud started Play.ht and the problem they tried to solve (13:08) The job to be done for Play.ht & how they’re thinking about APIs and models (24:45) Mahmoud breaks by "The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis