James Alcorn is a partner at Zetta Venture Partners, one of the
world's leading AI focused VC investors, serving technical
founders building AI-native companies. Zetta has partnered with
the founders of Kaggle, Domino Data Lab, Nabla Bio, and other
leading franchises.
In this episode #135 w James Alcorn, learn
about:
Given the extensive focus on AI and it’s exponential mainstream
growth, I wanted to bring on someone who understands this space
from various angels, the technological shift, business models,
venture capital investment opportunities and what founders should
know.
A couple of weeks ago, I contacted my network and one name that
kept coming up was James Alcorn so here we are. James is a
partner at Zetta Venture Partners, one of the world’s leading AI
focused VC investors since their inception in 2015.
This episode can be best described as an introduction to AI,
whilst being a deep dive into various aspects. I asked James
about Zetta’s origin story given they’ve been 100% focused on
only AI since 2015, his thoughts on AI today vs 5 years ago, what
exactly led to ChatGPT becoming mainstream, open source vs
priopetiary models, infrastructure vs application layer and more.
And yes, we cover a lot of questions that founders and investors
are asking today including IP protection, metrics for investment,
valuation, geographical differences and we end with a special
rapid fire final sprint, make sure to listen through for this
special conversation.
It’s now time to explore your curiosity. Please enjoy!
(Timestamps below)
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***
03:30 - Where were you born and live now?
04:02 - What was your first job and now?
05:19 - Entry into VC with Zetta
06:11 - Zetta as an “AI only” investor
07:39 - Rate of growth in AI today vs 5 years ago
09:55 - What exactly is Artificial intelligence?
13:06 - What led to ChatGPT breakthrough in late 2022?
14:50 - Open source vs proprietary models
17:52 - Large availability of compute today
19:46 - IP protection for early stage startups
24:33 - What makes an AI startup investible?
28:50 - Startups vs incumbents in platform shifts like AI
32:40 - LLMs in infrastructure vs application layer
36:19 - Differences in USA vs Israel vs China
38:12 - Are AI startups more capital intensive?
41:40 - Automated speech recognition (ASR)
46:00 - Vector databases
51:10 - AI progress in Australia
55:25 - Final sprint rapid fire
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