OF THE WORLD TOP TECHNOLOGISTS
THAT BUILDS ADVANCE AI SOLUTIONS OF COMPANY'S OF ALL
SIZES. AND THE COALITION MUST BE RATHER BUSY.
HOW MUCH INBOUND ARE YOU GETTING? >> A LOT.
ON BOTH SIDES OF THE BUSINESS ACTUALLY.
RIGHT NOW, YOU ARE HEARING ABOUT LOTS OF INNOVATION
HAPPENING ACROSS THE TECH SECTOR AND WITH AI COMPANIES
SPECIFICALLY, TONS OF EARLY-STAGE DEVELOPMENT.
IT IS NEVER MORE ATTRACTIVE TO START A COMPANY AND AN AI
COMPANY AND ON THE TRIBE SIDE OF THE HOUSE, COMPANIES HAVE
NEVER NEEDED MORE HELP TO BECOME AI COMPANIES.
SO WE ARE REALLY HELPING WITH THAT LAST MILE OF DELIVERY FROM
EXPERIMENTATION INTO REALLY HELPING COMPANIES BUILD
SOLUTIONS AND MARKET THE PRODUCTS. CAROLINE:
WHAT THE MARKET, INVESTORS, AND EVERYONE IS TRYING TO DISCERN
IS WHETHER THE HYPE IS REALITY, WHETHER THESE TALKS OF CHILIS
OR DOLLARS BEING ADDED TO OVERALL GDP AND PRODUCTIVITY IS
ACTUALLY HAPPENING. WHEN YOU'RE BUILDING WITH TRIBE
AI INSIDE OF CORPORATE AMERICA RIGHT NOW, ARE YOU SEEING REAL
PRODUCTIVITY GAINS? >> IT IS STILL EARLY AND IN THE
AR MARKET PERIOD BUT IF YOU EVEN LOOK PRE-GENERATIVE AI, THERE HAVE BEEN TREMENDOUS
CHANGES FOR MACHINE LEARNING. THERE'S PROBABLY NOT A PART OF
THESE BUSINESSES RUN WITH AI AND MACHINE LEARNING.
YOU JUST MENTIONED IT YOURSELF, EVEN THOUGH APPLE DID NOT TALK
ABOUT AI EXPLICITLY, IT WAS EMBEDDED INTO EVERYTHING THEY
ANNOUNCED YESTERDAY. AND THIS IS THE NATURE OF HOW
ALL BUSINESSES WILL BE BUILT GOING FORWARD AND IT IS JUST
THE BEGINNING OF TRULY EXPERIMENTING FROM ANY OF THESE
MUCH LARGER ORGANIZATIONS, TRUE ENCUMBER ENTERS -- ENTERPRISE
PLAYERS BUILDING WITH AI TRULY IS EXPERIMENTS AT THE PACE AT
WHICH THEY ARE MOVING TO ADOPT THESE TECHNOLOGIES IS FRANKLY
UNLIKE ANYTHING I'VE EVER SEEN BEFORE. BUT I THINK THE GAINS FROM THEM
ARE STILL IN THAT EXPERIMENTAL PHASE AND THIS IS VERY MUCH
WHERE MY THESIS IS ON THE MARKET IS THAT WE ARE STILL SO
EARLY AND THE OPPORTUNITY FOR ENTERPRISE -- ENTERPRISES TO
BECOME AI ENTER -- AI COMPANIES WILL CREATE MASS EVALUATION FOR
THE COMPANY. ED: WITH YOUR VENTURE CAPITAL HAD
ON, HOW DO YOU PLAY THE MARKET IN REAL TERMS?
$12.5 MILLION DOES NOT SEEM LIKE A LOT, EVEN AT THE SEAT OR
EARLY-STAGE. WE JUST HAD INSTA BASE ON 2
BILLION -- $2 BILLION VALUATION ON A COMPANY BASICALLY BUILT ON
GPT. HOW DO YOU HAVE A MEANINGFUL
IMPACT AND ESTABLISH A PORTFOLIO COMPANY THAT WILL
GIVE YOU A REALISTIC CHANCE OF EXIT DOWN THE ROAD? >> ABSOLUTELY.
THIS IS WHAT IS ON EVERYONE'S MIND RIGHT NOW.
WHEN I LOOK AT THE EARLY-STAGE MARKET, I'M LOOKING AT
PRE-SERIES A AND THESE OPPORTUNITIES ARE STILL QUITE
NASCENT. SOME ARE PRICED AT CRAZY LEVELS
AND OTHERS ARE STILL ATTRACTIVE FROM A PRICING PERSPECTIVE.
SO THERE IS A RANGE AND I THINK WE ARE GETTING IN ON THE GROUND
FLOOR. WHAT I GET EXCITED ABOUT IS
COMPANIES THAT ARE USING AI TO SOLVE REAL PROBLEMS AND SO I DO
THINK OF THIS AS THE NEW VERTICAL SASS.
AI WILL BE USED TO SOLVE PROBLEMS FOR PARTICULAR TYPES
OF VERTICALS, BUSINESSES, BUYERS, THAT IS WHERE I THINK
WE WILL SEE THE MOST GAINS FROM A VALUATION AND TECH
PERSPECTIVE LONG-TERM IS WHEN AI IS NOT JUST USED AS A BUTTON
FOR -- BUZZ WORD OR SOMETHING TO GET BEHIND -- SOMETHING TO
GET THE HIGHEST VALUATION AGAIN BUT TO SOLVE A REAL NEED FOR
CUSTOMERS AND FOR TARGET BUYERS THAT OTHERWISE IS UNSERVED. ED: IS THERE A SPECIFIC USE CASE OR
AREA THAT YOU THINK GENERATIVE AI OR ON DACIAN MODELS WILL
UNLOCK? WHAT IS IT THAT GETS YOU EXCITED?
WHICH MAY BE UNDERAPPRECIATED IN THE MARKET. >> THERE IS SO MUCH LIKE HAS ME
EXCITED. I THINK WERE ALL THE FOCUS
TODAY IS ON HOW FAST THINGS LIKE CHATGPT HAVE BEEN ADOPTED,
BUT THIS HAS HAPPENED BEFORE SO LOOKING AT CONSUMER ADOPTION OF
NETFLIX, INSTAGRAM, TIKTOK, CONSUMERS HAVE MOVED TO THESE
PLATFORMS AT FAST BASIS. AI IS MOVING FASTER FOR
CONSUMERS BUT WHAT IS MOST INTERESTING TO ME IS THE SPEED
AT WHICH BUSINESSES ARE MOVING AND THAT FRANKLY IS WHAT IS SO
DIFFERENT ABOUT THIS AND FEELS LIKE A TRUE PLATFORM SHIFT.
WHEN I LOOK AT PAST PLATFORM SHIFTS LIKE DATA MIGRATION AND
CLOUD, EVEN THE SASS WAVE, IF THESE WERE WAVES, AI IS THE
TSUNAMI AND THE TSUNAMI IS COMING AND I THINK THIS IS
WHERE I SEE TREMENDOUS OPPORTUNITY BOTH FROM AN
INVESTMENT PERSPECTIVE IS TO HELP SOME LARGER COMPANIES,
ENTERPRISES, AND OTHER COMPANIES ADOPT THIS TECHNOLOGY
INTO THEIR BUSINESS AND LEVERAGE IT FOR THE FULL
CAPABILITIES UNDER AI. CAROLINE: AND THAT TAKES TALENT.
WHAT IS INTERESTING ABOUT TRIBE AI, MEMBER OWNING -- MEMBER
ONLY NETWORK? THE EXPERTS YOU HAVE, HOW ARE
THEY SELLING THEMSELVES? ARE THEY CONSULTING, ARE THEY
BEING RENEW IT FOR THIS? ARE THEY WANTING TO TAKE
FULL-TIME ROLES, IS THE MARKET EXPLODING IN ONE TIME RIGHT NOW?
CAROLINE: IT IS. WHEN PEOPLE THINK ABOUT AI,
THEY THINK ABOUT ONE PARTICULAR SKILL SET IN THIS MARKET.
I THINK ABOUT THE TRADITIONAL CLASSIC AI ENGINEERS, TAKES A
PEOPLE WHO CAN BUILD THESE MODELS.
WHAT IS INTERESTING TO ME IS ONE I DON'T THINK THE TALENT
SET IS ACTUALLY AS SCARCE AS OTHER PEOPLE DO SO WE HAVE
MANAGED HUNDREDS OF THE TOP-TIER TALENT IN THIS
INDUSTRY AND THEY ARE LIKE ANY TOP EMPLOYEES, MANY COMPANIES
LISTENING IN AND CEOS ARE GOING TO FEEL THEY HAVE SIMILAR
CONVERSATIONS WITH EMPLOYEES BUT THE THINGS THAT IMPACT THEM
ARE NOT ANY LONGER COME BLUE CHOW OR PING-PONG, IT IS MAKING
AN IMPACT. SO LOOKING FOR OPPORTUNITIES
WHERE THEY CAN LEARN AND EARN AND BE RENEW IT FOR THEIR
SKILLS BUT MAKE A REAL IMPACT AND USE THEIR SKILLS TO ADVANCE
THE FIELD OF AI AND MAKE A DIFFERENCE IN COMPANIES IS WHAT
WE ARE SEEING TALENT CARES ABOUT. CAROLINE:
HOW DIVERSE IS THAT TALENT? THERE'S A LOT OF FOCUS THAT
INSPIRES AI, THE AI WILL DISRUPT JOBS, MAINLY HELD BY
WOMEN. HOW DIVERSE AND PEOPLE OF COLOR, WOMEN ARE THERE IN YOUR
TALENT FOR? >> WE TAKE DIVERSITY SERIOUSLY
AND OF COURSE I'M A WOMAN FOUNDER WHO HAS BUILT HER
CAREER IN PART FOCUSED ON DIVERSITY, IT IS SOMETHING I
DEEPLY CARE ABOUT AND, WHEN YOU LOOK ATTACK MORE BROADLY,
DIVERSITY HAS BEEN A CHALLENGE. WHEN YOU LOOK AI, AND SPECIALTY
ENGINEERING AREAS, EVEN MORE CHALLENGING. SO WE MAKE A CONCERTED EFFORT
TO MAKE SURE WE ARE HAVING A DIVERSE, FULL ACROSS PROJECTS
AND COMPANIES. BEYOND THAT, I THINK I SPENT A
LOT OF TIME THINKING ON INCENTIVES.
SO ETHICAL AI AND BUILDING AI THAT REDUCES BIAS WILL BE
CRITICAL NO MATTER HOW DIVERSE THE NETWORK IS BECAUSE WE ALL
ARE HUMANS AND ARE INFALLIBLE. SO HOW CAN WE BUILD INCENTIVES
INTO REALLY ALL ASPECTS OF DEVELOPMENT IN THIS FIELD?
SUCH THAT PEOPLE ARE BUILDING RESPONSIBLY AND BUILDING
