Opportunity or Commodity? Investors Discuss The Language AI Thesis at SlatorCon
Two seasoned venture capital investors, Shesh Amathnadu and Pramod Gosavi, joined the Investor Panel at SlatorCon Silicon Valley in early September. The pair shared their view on the language AI thesis and areas of opportunity within language AI with a 200-strong audience. Amathnadu is Senior Investment Director at SK Telecom Ventures, the corporate venture arm of South Korea’s largest telecom operator SK, whose investments include Anthropic, Perplexity, and 12 Labs. Gosavi is Senior Principal at Blumberg Capital, a US-based B2B generalist investor, which makes investments from Pre-Seed to Series B from its two funds. With solid engineering backgrounds and more than a decade of investment experience, both Amathnadu and Gosavi have become experts in AI investing. Amathnadu discussed the current AI cycle and described the launch of ChatGPT in 2022 as an inflection point, which created a “clear differentiation of traditional machine learning [ML] versus generative AI.” In summary of ...