The AI investment landscape is rapidly evolving, with groundbreaking innovations and challenges emerging at every turn. Arif Hilaly of Bain Capital Ventures, Calvin Chin of E14 Fund, Bilal Zuberi of Lux Capital, John Chu of Khosla Ventures, and Lisa of 99 VC discuss trends, valuation dynamics, and key factors VCs consider when evaluating AI startups.

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HIGHLIGHTS

(5:12) Technology Trends and Excitement in AI

(11:44) Valuations and Investment Strategies

(17:17) Evaluating Founders and Startups

(24:54) Successful Investments and Lessons Learned

(43:28) Privacy, Security, and Ethics in AI

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QUOTES

"There's a lot of industries that never got really infused with technology over the last 30 years... Now when you can have conversational AI, when you can have data captured and analysis done somewhere else, and then providing the output to that so that people can actually take action on it, that starts to become very interesting."

"The addressable market for software has massively expanded... it's just so unpredictable, and that really helps the insurgent over the incumbent."

"If AI is a productivity accelerant and productivity is a measure of GDP. We're about to level up GDP all across the board."

"You should really look at any financing as a recruiting decision about who do you want to work with, and just have confidence that whatever the valuation is and the terms will be a market price."

“Innovation is happening at every layer of the stack, and billions and billions and billions of dollars are being spent every year in that so there's a lot happening. And hence, you know, you should be investing much more open minded on what can be built.”

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