Conversation 181: The business case for investing in AI and which investment areas to look at.

You may be increasingly reading lines like “…if a business is not embracing AI then they are already a lost cause.”

Is this claim just another way to sell AI or does it hold value for investors and therefore an isnight into the direction for portfolio construction?

Rob May is a General Partner at PJC with extensive expertise in the areas of AI, hardware, B2B, and SaaS.

Working out of Boston, Massachusetts he also posts one of the worlds most widely read AI newsletters, Inside AI, which has almost 300 thousand subscribers.

You can subscribe to Inside AI here.

In part one of my conversation with Rob [#181] we talk about how the presence of AI impacts business models, ecosystems, companies, and markets.

We also discuss AI investment strategy and how to navigate this rapidly expanding sector.

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MORE ON ROB AND PJC

PJC describes itself as “…an early-stage VC firm investing in, supporting, and building relationships with entrepreneurs who are creating the future.”

PJC is launching a new investment fund for High Net Worth and sophisticated investors with a minimum investment amount of US$250K. You can sign up to the company’s newsletter here to find out when the Fund will be launched.

Prior to joining PJC, Rob was the co-founder and CEO at Talla, an AI and automation platform, transforming the way businesses deliver customer support.  He was also the co-founder and CEO of Backupify, the world’s first cloud to cloud backup provider which was acquired for over $100m. As an angel investor, he made over 70 early-stage AI investments.

Rob writes the world’s most popular newsletter on Artificial Intelligence – InsideAI and recently launched a podcast.

He has completed four marathons and is a hobby roboticist. Rob was named to Boston 40 under 40 in 2013.