Tomasz Tunguz, from Theory VC, discuss various topics related to AI software companies and their profitability, the performance of AI models, and the future of AI in different use cases. Tomasz invested in Looker which was acquired by Google for $2.6B.
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Chapters
00:00 Introduction and Background
03:27 The Profitability of AI Software Companies vs. SaaS Companies
07:06 The Performance of AI Models and the Future of Selling Agents
26:02 Integrating AI Models into Mobile Phone Ecosystems
29:13 The Importance of Reframing the Narrative around AI
29:32 The Future of AI: Generative and Deterministic Systems
29:35 The Impact of AI Search
34:00 Design Patterns in AI Applications
37:16 The Role of AI Agents and Copilots
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