Episode 127: John Spindler of Twin Path Ventures - Investing in AI: A Venture Capital Perspective

Gaule's Question Time

Andrew Gaule (linkedin.com/in/andrew-gaule-aimava) discusses with John Spindler, AI and Tech Investor, founder of Twin Path fund. See below for the key topics.
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Key Topics:
Evolution of AI landscape
- Scepticism around deep learning in 2015
- Current "gold rush" around large language models
Investment approach
- Applied AI solving business problems
- Frontier AI pushing limits
- AI "copilots" augmenting human capabilities
AI adoption challenges
- Interest vs reality of corporate spending
- Moving from heuristics to model-based thinking
Professional services disruption
- AI unlikely to fully displace consultants/lawyers etc
- Will rather superpower them to work faster/cheaper
The future of AI
- Exciting but unpredictable times ahead
- Winners will be those who adapt quickly