What makes a successful AI investor, with Fusion Fund Founder Lu Zhang

Lex chats with  Lu Zhang, the founder and managing partner
at Fusion Fund, a venture fund that invests in deep technology,
including artificial intelligence (AI) and healthcare. They
discuss Lu's experience as an entrepreneur and the challenges she
faced in building her own company. Lu also shares her investment
thesis on AI, highlighting the opportunities in AI application
and infrastructure. She believes that while large tech companies
dominate the consumer AI market, there are still opportunities
for startups in enterprise AI, particularly in industries with
high-quality data and a need for AI solutions. Lu also discusses
the potential of edge computing and the importance of addressing
energy consumption and data privacy in AI infrastructure. She
emphasizes the coexistence of large and small AI models and the
need for practical, cost-efficient solutions. Finally, Lu
discusses the revenue pools for AI companies and the growing
awareness and adoption of AI in enterprises. She encourages
startups to focus on reducing energy consumption in AI and
addressing sustainability challenges.


 


MENTIONED IN THE CONVERSATION


 


Fusion Fund's Website: https://bit.ly/4egJMgp


Lu's LinkedIn: https://bit.ly/3KIWozf


 


Topics: Venture Capital, VC, Innovation, Artificial Intelligence,
Startup, Infrastructure, LLM, Decentralized AI, Healthcare


Companies: Fusion Fund, OpenAI, IBM, Microsoft, Nvidia, AMD


 


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Twitter: https://twitter.com/LexSokolin


 


TIMESTAMPS


 


1’30: From Entrepreneur to VC: Insights from Building and Exiting
a Successful Healthcare Startup


 


5’50: Navigating Startup Challenges: Overcoming Obstacles and
Embracing Growth in My Entrepreneurial Journey


 


9’56: From Founder to Investor: Experiencing the Transition and
Learning to Say No


 


15’16: Fusion Fund’s AI Investment Thesis: Identifying Trends,
Opportunities, and Challenges in Artificial Intelligence


 


23’03: Comprehending Enterprise AI: Ensuring Startups Thrive
Without Being Captured by Big Corporates


 


26’48: The Challenges and Opportunities in Selling Large AI
Models to Enterprises: Fine-tuning The Sales Process and Building
Strategic Partnerships


 


30’31: Exploring AI Infrastructure Investments: Paths to
Acquisition and IPO in a Competitive Landscape


 


36’24: AI Infrastructure Gaps: Identifying Opportunities and
Challenges in the Evolving Value Chain


 


40’53: The Future of Decentralized AI: Commercial Opportunities
and Economic Dynamics in a World of Personal AI Models


 


47’07: Key Opportunities in AI: Unmet Needs and Ideas for Future
Startups


 


48’08: The channels used to connect with Lu & learn more
about Fusion Fund


Disclaimer here — this newsletter does not provide investment
advice and represents solely the views and opinions of FINTECH
BLUEPRINT LTD.


Contributors: Lex, Laurence, Matt, Farhad, Mike, Daniella


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