2023年8月10日,

TechnoHoop科技资深Chris Messina和作家/播客布莱恩·麦卡洛发起一项新的1500万美元的基金,旨在AI初创公司。支持者包括技术知识渊博的投资人和创始人Marc Andreessen等克里斯·迪克森和丹尼斯·克罗利,所有个人投资。麦卡洛已经回家基金运行两年来,发展而成的一个基金托管Techmeme回家播客。梅西纳,前谷歌,乳房,和前一个AI创业公司的创始人,也是著名的标签的发明者。轻松,他也是1号产品猎人在打猎,这使他的能力来提高产品相当独特。麦卡洛在电子邮件,告诉我:“不仅我们的入站和交易流人工智能切换至90%,克里斯就像:“现在的人替补出场的人,不咬加密,不咬web3,但是他们现在和你将投资的人不管他们做下,通过定义。”他补充说,考虑到裁员科技平台,大学毕业生没有得到大型科技公司的工作机会,所以他们撑篙快速100 k到500 k美元检查”只是这个AI的想法”他说。“这是上一代的优秀的人才,最优秀的人才这一代同时扣动了扳机。这几乎是一个完美风暴,”他补充道。该基金计划是第一个在计划或种子和部署所有的资本在未来12 - 18个月。506 c基金和筹款将10月31日关闭。 As a 506c fund, any accredited investors can become LPs, so long as they can stump up the minimum $100,000 required. Messina is finally jumping to the VC side of the table after being a prolific angel investor. Over an email interview, I asked Messina how investors are going to avoid the pitfall of the current AI hype cycle, which may well pull them into over-valued companies? “We believe this is a generational reset in how people use technology. Considering my experience building the social web, I see a similar shift now as I did back in 2005,” he said. “Generative AI changes how software will be built and used — beyond what the iPhone started 16 years ago. It lead to generational software companies like Airbnb and Uber (where I worked), which applied new technological capabilities (GPS, payments, notifications) to alter how people understood and coordinated transportation and housing.” “We’re similarly bullish that companies that we invest in now will have a similar lead in redefining calcified industries. We’re investing in the productization of generative AI by founders who come equipped with tactical knowledge of vertical spaces like compliance or do-it-yourself repairs (yes, we’re writing checks already),” he added. However, given that the larger players in AI – the foundational platforms – are as big as they are, what will make it possible for small startups to compete against these leviathans? “The opportunities we’re investing in are too small and bespoke for the big incumbents to focus on,” he told me. “They’re creating general purpose platforms that can’t, by definition, be too finely trained on any particular application space. Furthermore, designing the best experiences with generative AI requires deep knowledge of and empathy with customers from specific industries — both of which big tech companies typically lack (again, something I can speak to having worked at Google). They simply can’t move fast enough with sufficient product elegance to win the markets we believe are up for grabs,” he said. I also asked him what hurdles AI investors face, given there are already things such as the blocking of AI crawler bots happening. “We get people asking us all the time: where is the moat? Where will the value accrue? There are plenty of risks, but blocking AI crawler bots isn’t the top of that list. We think the people waiting for clear sailing are insane and will be kicking themselves in 18 months,” he added. Given Messina’s quite pivotal role at so many successful tech companies in the past, perhaps this is the signal that the AI startup boom really has now kicked off? Source link