StarZero All shows Try the podcast clipper →

AI investments

3 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement Apr 28, 2023 by Sarah Guo · across every show →

Everything said about AI investments, oldest first

Apr 28, 2023 bearish
Opinion
Sarah Guo: Investing in AI Without Understanding Is Perilous
“Buying access to investments without some level of understanding sounds perilous.”
Sarah Guo Apr 28, 2023 ▶ 9:52 Sarah Guo: On Her New $101M Fund; How AI Impacts Inequality; AI Startups vs Incumbents | E1007 · 20VC with Harry Stebbings
Oct 11, 2023 neutral
Disclosure
Woody Marshall: TCV has made no direct AI investments as of late 2023
“We have not made any AI specific investments, although I would say. 100% of our companies are leveraging AI in lots of different ways, whether it's, you know, how you touch the end customer or how you make some of your processes more efficient.”
Woody Marshall Oct 11, 2023 ▶ 46:32 Roundtable #4 with Jason Lemkin, Woody Marshall, Deven Parekh, Harry Stebbings | E1071 · 20VC with Harry Stebbings
Sep 25, 2025 bearish
Opinion
O'Driscoll: AI infrastructure returns require unrealistically heroic assumptions
“I'm somewhat more skeptical because I think the level of heroic assumptions you have to start making to make these investments all work is high.”
Rory O'Driscoll Sep 25, 2025 ▶ 4:51 The Impact of H1B Visas on Startups in the US & NVIDIA Invests $100BN Into OpenAI · 20VC with Harry Stebbings
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more