Anthony Georgiades shares the future of venture capital in the age of AI. He shares his journey from an early failed startup to becoming a deeply technical investor focused on frontier technologies. He emphasizes the importance of technical literacy in venture capital, especially when evaluating deep tech. We also touch on the economic and existential risks of AI, emphasizing the need for governance, transparency, and decentralized control, while pointing to robotics as a slower-moving but ultimately transformative force in the physical economy.
We discuss...
- Anthony Georgiades shared his background in business, venture capital, and a technical pivot into computer science and robotics.
- A failed early startup experience drove him to gain deeper technical proficiency to better assess and build emerging technologies.
- He emphasized the importance of deeply understanding deep tech and being able to speak fluently with technical founders.
- Web3 use cases are becoming more real, with examples like decentralized AI inference, verifiable model outputs, and on-chain computation.
- He highlighted the importance of decentralized GPU marketplaces and AI-native blockchains as potential disruptors.
- Web3’s decentralized financial infrastructure enables instant, global, and permission-less access to financial instruments.
- Banks remain entrenched due to regulatory, compliance, and sovereign monetary systems, despite growing disruption.
- Crypto is unlikely to replace fiat overnight due to legal, infrastructure, and fractional reserve complexities.
- AI is seen as the most inevitable trend, already impacting industries across the board.
- The exponential development of foundation models and the importance of proprietary data are creating a winner-take-most dynamic.
- Web3, though earlier in development, is viewed as more disruptive due to its potential to create new markets and rewrite institutional frameworks.
- He acknowledged real short- and long-term risks with AI, including economic displacement, misinformation, and loss of control.
- Existential AI risk stems from misaligned goals, where intelligent systems could pursue objectives with harmful side effects.
- Open models, auditable systems, and decentralized infrastructure are key to safer AI development.
- Robotics is considered the “final frontier” of disruption, especially as intelligent machines become capable of operating in the physical world.
- Use cases like autonomous farming are emerging as impactful applications of robotics innovation.
Today's Panelists:
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For more information, visit the show notes at https://moneytreepodcast.com/venture-capital-in-the-age-of-ai-anthony-georgiades-710