
Let's get ... deeper... into AI startups + AI business models + where Deepseek fits with a product-focused family office VC's perspective. We go beyond the freak out headlines and get into what's happening, how the models and DeepSeek work, and how to think about your AI startup.
01:00 - A family office VC’s AI perspective 04:30 - AI startups: How investors really think 08:45 - AI as a business: Feature vs. product 12:20 - How AI models actually work and think 18:10 - The business models of AI and OpenAI’s strategy 24:00 - Startups vs. incumbents: How to win in the AI era 30:15 - DeepSeek’s role and where it fits in 35:40 - AI's real economic moats 40:25 - What’s next for AI startups?