Deep Tech VC On AI, Chips, and US-China Competition
Sep 30, 2023•1 hr 7 min
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Episode description
James Wang, partner at Creative Ventures, joins to discuss:
- Huawei breakthrough implications and why NVIDIA's CUDA will make it particularly difficult to create a useful domestic AI chip
- Why China's AI companies have been underperforming my expectations
- How semiconductor industry dynamics parallel the challenges facing AI startups
- How pizza machines explain AI's future impact on the labor market
- Challenges and opportunities in investing in deep tech, including the eager but raw founder talent pool as well as the importance of market structure and distinguishing between R&D and engineering risk
This show was brought to you by Creative Ventures.
Creatives Ventures is at https://creativeventures.vc/
James writes at https://weightythoughts.com/ and tweets at @AJamesWang
Outtro Music: the legendary Combination Pizza Hut and Taco Bell
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