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Continuous Learning_Startup & Investment
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Jeremiah A few trends I’ve been seeing at AI startup events in SF and Palo Alto (I go to 3 a week):

I hear of Computer vision being on a few roadmaps as this is how AI (GenAI) will see and connect with the world.
Numerous enterprise AI startups are collating disparate data sources for analysis and predictive modeling.
Niche use cases of AI for consumer productivity for every type of persona, some are clinching proprietary data as a moat.
LLM APIs are already table stakes, advanced teams don’t want to get commoditized, “GPT wrappers” are already out of style.
Many companies are being built by moonlighting employees who are on salary at FAANG companies, seek Angel round.
Some founders realize a scalable business model is also needed to win: network effects, viral effects, data effects, and more.
VCs are forming networks and informing each other on which startup shows potential and which are growing.
Most believe there is a very short window to be in front of this market: 12-36 months depending on the sector.
SF is the capital of AI; it looks like Palo Alto may be the second city in the region; we should know by Fall.
Continuous Learning_Startup & Investment
https://www.linkedin.com/posts/ianbremmer_firefighting-drones-in-china-the-future-is-ugcPost-7087441196544843776-Nhq5?utm_source=share&utm_medium=member_desktop Firefighting drone in China
I’ve posted on this before so I’ll add new information…
This video is making its rounds and it is misleading at best. These drones are incapable putting out a large structure fire. The boards are being burned on the outside away from the structure on a metal lattice.
They cannot operate close to a structure. They are only operating at four to six flights up which many fire trucks can do. The drones are limited as they are elevating hose. Depending on the diameter that weight adds up quickly. The higher, the heavier, the less time.
If this is how fires were fought then why would firefighters enter a structure? You need building pentetration. We use helicopters for fires but never implement them like this.
My worry is that lives will be lost implementing this technology.
The best, and really only, solution to a structure fire are building codes and enforcement. Prevention and management are the solutions. There is a reason this is not being seriously pursued in the United States.
Forwarded from YM리서치
"의료AI, 거품 아닌 필수-패러다임 변화 속도"
https://www.dailymedi.com/news/news_view.php?wr_id=900551

지금은 새로운 AI의 전기다. 일반인들 사이에서 과장이라는 생각도 있겠지만 결코 과장이 아니다. AI가 엄청나다는 걸 느끼는 것 중 하나는 논문이 쏟아지고 있다는 부분이다. 옛날에는 저널이나 컨퍼런스가 주요 정보 습득 경로였지만 요즘은 '아카이브(archive)'를 통해 확인한다. 작년부터 관련 논문 수가 2~3배 늘어났다. 업로드 수가 너무 빠르다. 심지어 논문이 하나 나오면 다음 주에 후속 논문이 나올 정도다.

한국 기업 중에선 HK이노엔, 대웅제약을 비롯해 대부분의 제약사들이 인공지능을 활용한 신약 개발에 나서고 있다. 고무적인 방향이다. 사람 생명을 살리는데 AI를 활용하는 게 직접 피부로 와 닿을 수 있는 영역이다. 한국은 병원 등 의료데이터와 의사들이 뛰어나다. 대형병원들도 AI 관심이 높은 만큼 성장 자체에 대해서는 의심할 여지가 없다.

여기에 AI를 통해 어떤 환자에게 어떤 약을 쓰는 게 좋다는 등 실제 솔루션이 나오고 있다. 뷰노의 경우 응급실에서 레이트를 낮추는 기술 등 지금 병원에서 수익화가 가능한 것으로 알고 있다. 의료 보험 등 문제가 있지만 학회 차원에서도 자문을 하고 있는 상황이다.
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