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Sam Lessin on AI investing
Manage episode 386779860 series 3370867
Sam Lessin is a GP at Slow Ventures, an early-stage VC firm based out of San Francisco, Boston, and New York. In the last decade, they have invested in the earliest rounds of over 500 companies including Solana, Robinhood, Venmo, Airtable, Slack, Front, Allbirds, Postmates, and more. He's the cofounder of Fin. He was VP of Product Management at Meta. He has a degree from Harvard.
In this episode, we cover a range of topics including:
- AI technology is great, but AI investing is not a good idea. Why?
- Why is AI just an extending innovation as opposed to a platform shift?
- Why can't $100B platform wins be manufactured?
- Do AI startups have moats?
- AI moment vs cloud computing moment
- AI regulation
- Seed equity "killing fields"
- Meaningful AI use cases
Sam's deck: https://docsend.com/view/e6nd457kgbg8zich
Sam's favorite book: The Lessons of History (Authors: Will and Ariel Durant)
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Where to find Prateek Joshi:
Newsletter: https://prateekjoshi.substack.com
Website: https://prateekj.com
LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19
Twitter: https://twitter.com/prateekvjoshi
152 episodes
Manage episode 386779860 series 3370867
Sam Lessin is a GP at Slow Ventures, an early-stage VC firm based out of San Francisco, Boston, and New York. In the last decade, they have invested in the earliest rounds of over 500 companies including Solana, Robinhood, Venmo, Airtable, Slack, Front, Allbirds, Postmates, and more. He's the cofounder of Fin. He was VP of Product Management at Meta. He has a degree from Harvard.
In this episode, we cover a range of topics including:
- AI technology is great, but AI investing is not a good idea. Why?
- Why is AI just an extending innovation as opposed to a platform shift?
- Why can't $100B platform wins be manufactured?
- Do AI startups have moats?
- AI moment vs cloud computing moment
- AI regulation
- Seed equity "killing fields"
- Meaningful AI use cases
Sam's deck: https://docsend.com/view/e6nd457kgbg8zich
Sam's favorite book: The Lessons of History (Authors: Will and Ariel Durant)
--------
Where to find Prateek Joshi:
Newsletter: https://prateekjoshi.substack.com
Website: https://prateekj.com
LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19
Twitter: https://twitter.com/prateekvjoshi
152 episodes
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