Ashmeet Sidana, Chief Engineer at Engineering Capital, talks about his AI investment thesis. It’s a wonderful discussion that not only entrepreneurs should listen to, but investors should also listen in to calibrate their own investment thesis.
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In case you missed it, you can listen to the recording of this roundtable here:

During this week’s roundtable, we had as our guest Ashmeet Sidana, Chief Engineer at Engineering Capital. It’s a wonderful discussion that not only entrepreneurs should listen to. Investors must also listen to it to calibrate their own investment thesis.
You can listen to the recording of this roundtable here:
Sramana Mitra: So in that context, what companies have you invested in and what’s going on?
Julien Pham: Yeah. So for Fund One, we’ve invested in 15 companies so far. We’re probably going to invest in another two or three before we kind of wrap up the investment period for Fund One and start investing out of Fund Two. But out of the 15 companies we’ve invested in since 2021, 11 of them are squarely into digital health across different sectors or conditions like mental health and maternal health.
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Sramana Mitra: Exactly, and the other thing on your empathy question, the fundamental issue around AI is that why is it even necessary for us to replace all healthcare with AI? It’s really powerful. Where AI is really capable and powerful is in diagnostics and non-siloed diagnostics.
>>>Sramana Mitra: So let me comment on that. I would like to double click down on some of your companies, but on the broad level, I’m very bullish about education as well. I’m extremely bullish about healthcare, no question and AI in healthcare. But the trouble in education is that in the short to medium term, I think there is tremendous potential in education. Especially personalized tutoring is something I’m very, very excited and bullish about. Salman Khan is giving lots of talks about what he is doing with Khanmigo. I think personalized tutoring is an incredible opportunity.
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