Investing in AI: Michael Moe on EdTech, G42, and Global Opportunity at Imagine AI Live 25 | E116

Imagine AI Podcast

Michael Moe of GSV is betting big on AI—and he thinks it’s as vital as air. In this episode, recorded live at Imagine AI Live 25, Michael sits down with host Chris Madden to talk about what makes a great company, the future of education, and how AI is disrupting every part of how we learn. From 24/7 AI tutors and personalized learning platforms to Primer’s homeschool revolution and AI-powered charter schools, Michael shares why he believes education is entering a golden era of innovation. If you care about the intersection of AI, learning, and global opportunity—this is essential viewing. (0:00) Intro and Michael’s investing lens (0:33) The 5 P’s framework for spotting great startups (1:42) Early bets on Starbucks, Palantir, and Facebook (4:03) The real reason behind starting “Ed on the Edge” podcast (5:16) 24/7 tutors and adaptive learning (7:11) Companies like Primer and Axios (8:02) Charter schools, AI models, and school innovation (10:08) G42 and the UAE’s AI leap (12:23) Why AI is like air: invisible, essential, and everywhere