1Mby1M Virtual Accelerator AI Investor Forum: With Naganand Doraswamy, Managing Partner and Founder at Ideaspring Capital (Part 2)

Sramana Mitra: Let’s double click down on your current portfolio. Let’s discuss the AI company that you have invested in and let’s also discuss the five to seven AI SaaS companies that are bringing in AI co-pilots. So, let’s do some case studies and understand these trends a little bit from the ground so that

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1Mby1M Virtual Accelerator AI Investor Forum: With Naganand Doraswamy, Managing Partner and Founder at Ideaspring Capital (Part 1)

Naganand Doraswamy, Managing Partner and Founder at Ideaspring Capital, discusses how he is thinking about investing in AI. There’s a lot of confusion around AI right now. The hype is astronomical. Amidst this noisy environment, we’re trying to bring you some signal, some wisdom.

1Mby1M Virtual Accelerator AI Investor Forum: With Ashmeet Sidana, Chief Engineer at Engineering Capital (Part 4)

Sramana Mitra: Power story is a very complex story. As you were talking about your training, I was thinking about my engineering training and one of my favorite courses at MIT was Anant Agarwal’s VLSI design course. That is actually very automatable, right? Now you train AI to do chip design, and AI can design

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1Mby1M Virtual Accelerator AI Investor Forum: With Ashmeet Sidana, Chief Engineer at Engineering Capital (Part 3)

Sramana Mitra: So let me double click down on the second one. I will come to the picks and shovels in a moment, but my observation is that to build a vertical application on top of an LLM, you obviously need to train in domain specific data. Now, there is a benefit to kind of

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1Mby1M Virtual Accelerator AI Investor Forum: With Ashmeet Sidana, Chief Engineer at Engineering Capital (Part 2)

Sramana Mitra: All right, let’s discuss the second example. Ashmeet Sidana: Sure, another example I’m very proud of is a company called Robust Intelligence. Again, I was the first investor and they did a good job. CEO Yaron Singer, PhD from Berkeley, was at Harvard when he observed the hallucination problems with the development and

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1Mby1M Virtual Accelerator AI Investor Forum: With Ashmeet Sidana, Chief Engineer at Engineering Capital (Part 1)

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.

1Mby1M Virtual Accelerator Investor Forum: With Julien Pham, 3CC Third Culture Capital (Part 4)

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.

1Mby1M Virtual Accelerator Investor Forum: With Julien Pham, 3CC Third Culture Capital (Part 3)

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

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