Over the past couple of years, we found ourselves investing in 7 AI and ML enabled companies, in areas as diverse as marketing, credit scoring, recruitment, fertility tracking and so on. It appears that we’ve been among the most active European investors in what most people today still view as a “theme”. Most importantly, more and more of our other portfolio companies are starting to adopt these technologies in order to make their products better.
What follows is a presentation that we gave to our LPs at our most recent investor day in February. We tried to give them a primer on these technologies: what they are ; why we are all talking about them now ; and how we, at Sunstone, are thinking about investing in those companies.