8. Is Winter Coming?
> first winter in 1970-1980 due to component hype (eg. the
Speech Understanding Research debacle 1974 grant
cancellation)
> second winter in mid-1980's due to more component hype
(the fall of expensive 'expert systems')
9. WHAT IS AN INVESTMENT WINTER &
HOW DOES IT FORM?
WHEN INVESTMENT DRIES UP DUE TO EXCESSIVE INVESTMENT + RISING VALUATIONS + EXCESS
VAPORWARE
10. WHAT DOES GOING THROUGH AN
INVESTMENT WINTER FEEL LIKE?
VCS DEFENDING INVESTMENTS VS INVESTING IN NEW COMPANIES + DOWNROUNDS/FLATROUNDS +
LONGER TIMEFRAME TO FUNDRAISE
12. > Like mobile in 2007+ Sector is going from macro
category to empowering sub-industries
> Major platforms (to build on) are emerging
> Much more computational power available (for cheap)
> Much more structured data available
17. The Economist on The End of the Bracero and the Rise of
the Machine
18. SO WHAT ARE WE LOOKING TO INVEST IN?
Industries where AI can unlock huge value due to
lowering costs of operation or increasing value
Component technologies: Computer Vision, NLP,
Open+Closed data sets
19. Some of our companies
> Gyant/Viz.ai - Healthcare
> OpenSensors/Repositive - Data
> Reinfer.io - nlp & customer service
> Beagle/Legit Patents - Legal automation
> Fraugster/ThirdEye - Transaction security
> The Rocket Company - Complex & Expensive designs
21. The 'This Much I Know' Podcast -
> Kenneth Cukier - The Economist
> Azeem Azhar - Exponential View
> Reinfer.io + IBM Watson - The state of AI
> Evan Nisselson - Visual Tech + Computer Vision
> AI Is Now Event
22.
23. Learn more about us @
http://www.seedcamp.com
my twitter: @cee
sc twitter: @seedcamp