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AI Fund

4 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Nov 17, 2025 by Andrew Ng · said 5 times in 1 episodes since 2025 · across every show →

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brought up most by Andrew Ng (5)

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Everything said about AI Fund, oldest first

Nov 17, 2025 neutral
Disclosure
Andrew Ng: AI Fund ignores initial token costs when prototyping products
“Kind of, frankly, when we build prototype, We routinely just not worry about token costs because the first most important thing is this build a product that users love.”
Andrew Ng Nov 17, 2025 ▶ 39:29 AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
Nov 17, 2025 bullish
Assertion Supported
Andrew Ng: The AI application layer is already delivering clear ROI
“So what I'm seeing is for the application layer, there is very clear ROI. I think it's fantastic. So someone else trained these models who can build applications for, you know, a 100,000 dollars or a million dollars and start generating ROI.”
Andrew Ng Nov 17, 2025 ▶ 54:28 AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
Nov 17, 2025 positive
Prediction Not checkable as stated
Andrew Ng: AI will transition from vertical integration to horizontal standards
“So when an industry is immature, it turns out where to draw those boundaries to let different participants do their part and have it still interoperate. That's less clear. But then as the industry matures in this You know, more standards for if I want to publi…”
Andrew Ng Nov 17, 2025 ▶ 52:41 AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
Nov 17, 2025
Disclosure
Andrew Ng: AI Fund typically invests $1M at a $4M valuation cap
“Depends. We end up with some common stock for the sweat equity of building the company, and then we usually our first check-in is usually like a million dollars at a four million dollar cap so kind of 20% ownership or safe.”
Andrew Ng Nov 17, 2025 ▶ 1:01:25 AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI? · 20VC with Harry Stebbings
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