Nathan Benaich
speaker
623 appearances
1 recordings
1 series
first heard Nov 2024
last heard Nov 2024
Nathan Benaich’s voice in public audio — every appearance, attributed to the second.
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Appearances
It will in like you know, two, three years and obviously if you're wrong after three, four years you're basically dead in wrong timing, et cetera.
Um so taking that lens, like I was excited about like AI and biotech five, six years ago, made a few investments in there.
Defense was interesting.
In Europe, it played out a little bit more in the US uh a few years before, but you know, pre Ukraine there's really not that much and now there's like more and more.
Yeah, it's less contrarian.
Like everybody's talking about it.
We we we can we can debate whether investors are actually wiring money to companies, which I think is not really happening that much outside of the big, big kind of proto winners in the US.
Um, and then only, you know, one or two years ago, robotics was still like a eye in touch in that uh in the market.
And now with like these vision language systems and other things, it's now like a renaissance.
So and I'm trying to ask myself now, like what is what is the next thing there?
Um I don't have a super good um answer to it, but I do think that
The surface of products you could build in the consumer prosumer space is vastly bigger.
No what you see in enterprise.
In an enterprise it's like search, retrieval, summarization, like some kind of reasoning agent for blah blah blah.
I don't like the word agentic.
Um why not?
Well so uh
I just think it's like t it's like too techie.
And I and actually I had this conversation with somebody who was like uh head of design for a consumer gen AI product and
Um and you know, he was saying a big task for me is like if I can show it to a normal person and they look at the interface and they know what to do with it.
Showing 321–340 of 623 · page 17 of 32
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