MLOps Coffee Sessions #143 with Jill Chase & Manmeet Gujral, Investing in the Next Generation of AI & ML.

// Abstract
Investors are currently focusing on developer tooling and the foundational AI model movement, as they have seen explosive growth in this area. This podcast explores the impact of foundational models on investment thesis and the future of machine learning operations.

The discussion also touches on the idea of generative AI and large language models, and their potential impact on MLOps in the next 10 years. Jill and Manmeet from Capital G share their insights on this topic.

// Bio
Jill Chase
Jill is an investor at CapitalG where she focuses on enterprise software, with an emphasis on data infrastructure and AI/ML.

Prior to joining CapitalG, Jill worked in senior startup operating roles, both as the CEO of a private equity-backed business and as the founder of a Y Combinator-backed startup.

Jill graduated magna cum laude from Williams College with a dual degree in Economics and Psychology and was captain of the women’s basketball team. She came out to the West Coast to earn an MBA from the Stanford Graduate School of Business, but she was born and raised in Boston where she had the opportunity to cheer on the most impressive era of professional sports a city has ever experienced (Go Patriots).

She lives in the Bay Area with her husband where they spend weekends doing as many outside activities as possible, such as pickleball, tennis, hiking, and running.

Manmeet Gujral
Manmeet is a member of the CapitalG investment team where he focuses on enterprise software, AI & ML, open source, and product-led-growth companies. Prior to joining CapitalG in 2021, Manmeet worked in product marketing and operations at Tecton. Before that, he worked as a consultant at Bain & Company in San Francisco where he specialized in the go-to-market strategy for technology companies and private equity investment diligence. Manmeet is originally from Albany, New York, and graduated from Dartmouth College with a dual degree in Computer Science and Economics. Manmeet is highly opinionated about pizza, an avid New York sports fan, and always willing to share his latest house or hip-hop playlists.

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Connect with Demetrios on LinkedIn: https://www.linkedin.com/in/dpbrinkm/
Connect with Jill on LinkedIn: https://www.linkedin.com/in/jill-greenberg-chase-53747538/
Connect with Manmeet on LinkedIn: https://www.linkedin.com/in/manmeet-gujral/

Timestamps:
[00:00] Manmeet and Jill's preferred coffee
[00:25] Takeaways
[01:31] CapitalG, Jill and Manmeet's Background
[05:12] Sideswiping MLOps by Foundational Models
[08:50] MLOps space and the market revenue  
[14:50] Foundational models B to C style
[20:37] Foundational models taking over
[23:00] Uninnovative sentiments
[27:50] 2 prototypes of companies
[31:51] Finding product market fit
[36:20] MLOps market growth changes
[40:30] Monster valuations
[41:43] The ones that got away
[44:07] Wrap up