ai: the new platform for saas
TRANSCRIPT
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TOMASZ TUNGUZREDPOINT VENTURES
TOMTUNGUZ.COM
#saastrannual
AI: The New Platform for
SaaS
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434 $4B 136
Funded AUM IPO + M&A
REDPOINT: SEED, EARLY, GROWTH
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REDPOINT / SAAS BUSINESSES
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MACHINE LEARNINGthe next major platform for startups
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MACHINE LEARNING IS
EVERYWHERE
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What is Machine Learning, really?
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MACHINE
LEARNING
FINDS
PATTERNS
IN DATA
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OPTIMIZEif you take 101, you’ll arrive at the Pearl 15 minutes
faster than 280
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IDENTIFY OBJECTSthis photograph you took is an image of a cat
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FIND ANOMALIESyour credit card bought a $10,000 piano yesterday
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SEGMENTyou love to play FarmVille; you’re a whale for Zynga
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WHY ALL THE
RECENT BUZZ
ABOUT ML?
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COMPUTE DATAALGORITHM
S
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DEEP LEARNING / NEURAL NETWORKS
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FEATURE SELECTION
MODEL TUNING
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DEEP LEARNING “AUTOMATES” BOTH
PROCESSES
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Wavenet synthesizes speech from text that is
nearly indistinguishable from human speech.
September 8, 2016
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Microsoft researchers reach human parity in
conversational speech recognition
October 18, 2016
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Google achieves zero-shot machine translation.
November 22, 2016
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COMMERCIA
LIZATION
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WORKFLOW
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INSURANCE
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LOGISTICS
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CONSTRUCTION
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MEDICINE
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AGRICULTURE
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ML OPENS THE DOOR TO DISRUPT
NEW INDUSTRIES
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HUGE POTENTIAL FOR
INNOVATION
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INVESTMENT STRATEGY
1. Proprietary access to data
2. End to end applications,
not platforms
3. Strong GTM enabled by
ML
4. Experts in the field
5. Potential algorithmic
advances
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OUR MACHINE LEARNING PORTFOLIO TO DATE
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