Larry's Insights on AI Investment Trends (Part 1)

David: Thank you for joining us, Larry. You have given Amino Capital's impressive record in seed stage investments, particularly in AI.What key factors do you prioritize when evaluating AI startups?

Larry: It's a pleasure to be here, David. At Amino Capital, our focus on AI stems from our deep expertise in data-related fields, including storage, security, and processing. Our team, including Dr. Huican Zhu, the inventor of Google Images Search and Asian language search, brings a wealth of experience in data processing technologies. We believe that the digitization of information and activities is the predominant trend shaping technology today and in the foreseeable future. While there are various sectors worth investing in, we are particularly keen on companies that leverage digitization. Our success lies in identifying startups with the vision and capability to capitalize on this trend.

David: That's fascinating. So, how do you see the evolution of AI impacting operations within businesses and startups?

Larry: The digitization of business processes has already greatly enhanced efficiency, with computers handling repetitive tasks and complex logic. The emergence of autonomous applications driven by AI represents the next frontier. Companies like GitHub, which we've invested in, are pioneering platforms that generate code based on user specifications, democratizing programming. However, the distinguishing feature of future applications will be intelligence derived from data within the system. This shift will redefine the value proposition, with users paying for actionable insights rather than mere logic.