How to Build a great AI company
Kevin Tu, DFJ Growth

Listen in to my conversation with Kevin Tu from DFJ Growth while we discuss the next ten years of the AI market, the difference between AI-enabled companies and AI-first companies, characteristics of well-funded startups, the structure of the AI ecosystem, whether AI businesses are really different from a business model perspective, when to build vs. buy AI infrastructure, and finally, some advice to entrepreneurs building AI focused companies.

-- Timing –

00:00 Introduction

01:35 Kevin’s background from engineering to finance and then venture capital

05:38 The next ten years of the A.I. market

09:31 AI-enabled vs. AI-first companies

14:23 What is DFJ Growth looking for and what are a couple of examples of recent funding? (Neocis and DataRobot)

21:06 What are some characteristics of companies that will have a higher chance of success?

23:23 Structure of the ecosystem – layers of the stack

28:20 Are the business models of AI companies really that different?

29:50 In the early days you do the unscalable work, and then optimize and scale later

31:56 Should startups roll their own infrastructure or leverage existing cloud infrastructure?

35:05 Advice to builders and entrepreneurs

38:21 When should a startup reach out to you or your team?

40:28 Contact information

41:09 Wrap-up

-- Links --

Full Episode on YouTube

Listen to the full episode on Simplecast