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294. How to Value AI, Data Network Effects vs. Data Learning Effects, and Evolution of the VC Asset Class (Ash Fontana)
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:54:40
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Sinopsis
Ash Fontana of Zetta Venture Partners joins Nick to discuss How to Value AI, Data Network Effects vs. Data Learning Effects, and Evolution of the VC Asset Class. In this episode we cover: What was the inspiration for the new book? What's the difference between a Data Network Effect and a DLE (data learning effect)? How do you advise those that are building tech where AI will be a valuable piece in the distant future but doesn't really play a role until the growth stage or beyond? Tell us about the Lean AI Method, described in the book, and how companies can use it to start implementing AI. How do you feel about companies using "off-the-shelf" AI, like TensorFlow? Why is now the right time for AI to pervade throughout tech and industry? How do you value AI and determine what's real? How does one put a valuation multiple on fairly nascent category where the value can be exponential and the moat can be unbreachable but there's not a whole lot of precedent? What are the key data categories or types that are mos