Sramana Mitra: I’ve been talking to various people about their various experiments and experiences selling enterprise AI software in vertical AI, and I think this issue is coming up. To train an AI model, you need people who really have deep domain knowledge in that workflow, in the kind of data and the kind of heuristics that they’re applying as human beings to do whatever it is they’re doing. When you’re really trying to automate a lot of stuff that people are doing manually, I think it’s a very delicate balance to get those people to impart that knowledge into training that AI to automate their functions. It’s not been an easy journey for the product people to design, enhance, and get these products to be more effective because of that tension.
>>>Sramana Mitra: Interesting. Let’s just follow through on the same case study of Dili. What is the adoption and what is the experience of the company in gaining adoption around this particular use case?
>>>Sramana Mitra: Can we talk about a few use cases of the kinds of companies you’ve invested in with that thesis?
Sailesh Ramakrishnan: Absolutely. I can point to one of each. In the tooling area, we are investors in a company called TALC. TALC tries to solve the problem of how you assess the quality of output coming from an AI system.
>>>Sramana Mitra: Very interesting. All right, so now I’m gonna switch back to the more usual way I do the AI investment thesis discussion, which is to ask you about your firm’s perspective about AI investments and how are you thinking about it? What is your investment thesis in AI?
>>>Sramana Mitra: So could you double click on your AI algorithm of finding companies and give us a case study of a company that you found with that algorithm? What were the heuristics of how you found this and what were you looking for? How did the algorithm find what you were looking for? How did it go about developing that relationship and finally investing in that company?
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Sailesh Ramakrishnan, Managing Partner at Rocketship.vc, discusses his AI investment thesis and shares his firm’s use of AI in monitoring investment-worthy startups.
>>>Sramana Mitra: I’m going to conclude with some general questions about how you see the industry developing. How do you view General AI?
>>>Sramana Mitra: We’ve done vertical industry-specific problems and functional problems in this discussion so far. Could you discuss a platform company that you have invested in?
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