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.
Book a meeting to discuss how we can help. https://calendly.com/andrew-gaule/15min
For a book on corporate innovation and venturing see "Purpose to Performance - Innovative New Value Chains" by Andrew Gaule. ( shorturl.at/dfDTW )
You can listen to this interview as a podcast on Gaule's Question Time on Apple, Spotify, Google and many other podcast channels. https://www.podomatic.com/podcasts/gaulesqt
Subscribe for future interviews.
See this and other video content at Aimava Purpose to Performance Channel - https://www.youtube.com/channel/UCV9o-htFNIk9Yt7jp2XcdWw
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