AI: The New Platform for SaaS

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TOMASZ TUNGUZ REDPOINT VENTURES TOMTUNGUZ.COM #saastrannual AI: The New Platform for SaaS

Transcript of AI: The New Platform for SaaS

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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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TOMASZ TUNGUZRedpoint Ventures

tomtunguz.com

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