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Nick Beim

๐Ÿ‘ค Speaker
303 total appearances

Appearances Over Time

Podcast Appearances

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

And the council has been a great place to really get to talk to a lot of the leading actors and thinkers in those worlds in an off-the-record context where they can just be very honest about, hey, these are the challenges we're having.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

These are areas where we'd love to see the private sector help us.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

And when I look at what we are witnessing now, I think we're witnessing a very rapid shift in the character of warfare.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

And I think, interestingly, Ukraine has become the Silicon Valley of the future of warfare.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

They've gotten so good at innovating and innovating.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

constantly iterating on what works on the battlefield.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

And I think however the Ukraine war ends is likely it will end with the Ukrainian army still probably the most significant land army in Europe, the most experienced in how war is changing.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

So what's changing is a couple of things.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

One is hardware is becoming commoditized and attributable.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

for the most part.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

There will remain some exquisite, very powerful hardware systems, weapon systems, aircraft, and so on.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

But there's going to be a huge amount of mass production of land, sea, and air drones that are able to do a lot of the work that humans used to do.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

So you can deploy them without the human risk.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

And there are going to be specific defenses that are arrayed against them.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

And when you think about where the intelligence for those is, it's really in software and AI.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

So that's one change, sort of.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

autonomous systems, attributable systems at the edge.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

Another change is the ability of AI to ingest all of the sensor data from the battlefield, from potential battlefields, and understand what the most intelligent operational decisions are.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

So it's been very difficult to get all that information historically in the first place.

How I Invest with David Weisburd
E305: Why 95% of AI Startups Will Never Build a Moat

to get it all together into AI and be able to query it and have it be a partner in decision making for operational decisions is incredibly powerful.