Re:Does AI make strong tech companies stronger?
by 2sk21 on Monday December 31, 2018 @01:28PM
(#18796050)
I think Ben Evans is a lot more optimistic than I am about about how feasible to train good models from data. By the time you have considered all the caveats, the number of candidates for applying ML greatly decreases.
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Re:Does AI make strong tech companies stronger?
by arcanus on Monday December 31, 2018 @02:48PM
(#18796518)
I don't disagree that the number of applications of ML/AI is not as universal as the hype would lead one to believe at present.
However, don't underestimate that AI/ML could be a secular growth over twenty+ years. From that perspective, marginal (but constant) growth could result from widespread adoption of these methods (with tweaks) to new markets.
A VC should necessarily take a relatively long perspective,so your two viewpoints are not necessarily irreconcilable.