\"We're already starting to see a few companies that are building what we're calling physical intelligences or embodied AI or physical AI... I'm excited to see what happens again in the consumer space.\"
Takeaway:\"I believe that is especially true with technology... It needs to have empathy and it needs to have emotional intelligence.\"
Takeaway:\"I would love to see the companies that are building these AI companions be a lot more thoughtful... Your AI friend should tell you, you know what, Bob, you've been talking to me for 3 hours. I think you should go talk to a real human now.\"
Takeaway:\"My theory is the trifecta of sensors that are on your body... Bring all of that and add a little bit of predictive AI and generative AI and you have this idea of a co-pilot for your health.\"
Takeaway:\"Because the way we're doing AI today is just not sustainable... we need more sustainable AI solutions.\"
Takeaway:\"I would say there's bifurcation in these valuations... However, we're also at the same time seeing these wild, crazy mega valuations out there.\"
Takeaway:\"What I'm also really interested in is these vertical kind of AI companies that can harness OpenAI and other tools out there... they can solve a very specific problem for a very specific industry.\"
Takeaway:\"Yes, we are seeing that the companies that are AI native, the dollar invested in these teams and these companies goes a long way.\"
Takeaway:\"My theory is with AI and with AI native companies... it may be possible to reach this unicorn status with, I mean, at the extreme, with one person.\"
Takeaway:\"An AI agent is going to act on your behalf and complete tasks that you can completely kind of delegate to... I'm excited to see personal AI agents. Like, I can't wait for an AI agent that can help me get stuff done.\"
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