“And so if you're an AI portfolio company you're going to get a better premium. That could change, but we're still seeing, you know, high valuations and high multiples hundred X range for companies that are earlier in revenue.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Grace Isford
PredictionNot checkable as stated
Isford: AI Models Will Become Commoditized Over Time
“Because I do think models in general will become commoditized over time, in particular because of the open source growth and adoption.”
Grace IsfordAug 23, 2024▶ 33:44Computer Science is 'So Hot Right Now' | Grace Isford, Lux Capital · Sourcery with Molly O'Shea
Opinion
Isford: 2021-2022 AI investment sectors offer little opportunity today
“The map of how this evolved, particularly in AI today, is moving so quickly that what was a very great place to maybe be investing in twenty-twenty-one, 22, is really not the place where there's a ton of opportunity today.”
Grace IsfordAug 23, 2024▶ 10:39Computer Science is 'So Hot Right Now' | Grace Isford, Lux Capital · Sourcery with Molly O'Shea
AssertionNot checkable as stated
Isford: Data infra teams, not AI teams, drive enterprise LLM adoption
“A lot of those data leaders are now the same people adopting AI and LLMs, and it's not like an AI team, it's just the data infrastructure tech team, right?”
Grace IsfordAug 23, 2024▶ 11:36Computer Science is 'So Hot Right Now' | Grace Isford, Lux Capital · Sourcery with Molly O'Shea
AssertionNot checkable as stated
Isford: Together AI Has the Market's Fastest Inference Tech
“They have the author of Flash Attention, Sri Dao, who is brilliant, as their chief scientist. He is, has a proprietary version of the fastest, like, inference technology on the market that's low cost to serve.”
Grace IsfordAug 23, 2024▶ 34:33Computer Science is 'So Hot Right Now' | Grace Isford, Lux Capital · Sourcery with Molly O'Shea
Insight
Isford: AI agents only succeed at scale when narrowly verticalized
“I think where we have seen it actually working at some sort of scale would probably be coding, customer support, or sales. And generally the ones that have worked better are very verticalized. So they're doing a clear workflow really well. They're not a genera…”
Grace IsfordAug 23, 2024▶ 42:00Computer Science is 'So Hot Right Now' | Grace Isford, Lux Capital · Sourcery with Molly O'Shea
Insight
Isford: AI stack challenges mirror early data infrastructure stack problems
“A lot of the same problems we saw with that early data stack, we're now seeing evolved or in parallel right with the AI stack today. So data reliability, like, is the data reliable? The same question people are asking for large language models, right? Or is it…”
Grace IsfordAug 23, 2024▶ 11:50Computer Science is 'So Hot Right Now' | Grace Isford, Lux Capital · Sourcery with Molly O'Shea
Made with StarZero
Turn any episode into a week of clips.
This entire site, over 160 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.
We use essential cookies to make the site work. With your permission we
also use analytics cookies (Google Analytics and Mixpanel) to understand
usage and improve StarZero. See our Cookie Policy.