Krishna M. Ramachandran

Myself and Evan Schnidman will be re-running the first session in our AI Investing Masterclass Series next Thursday May 16th, with Danielle Patterson of Family Office List. Link to register is below in her post! (If you've already attended the first class, *Session 2: AI IP & Defensibility* will be announced soon!)

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Summary: The article discusses tech mogul Vinod Khosla and his recent success as a prominent investor. Khosla's main focus is on AI and its potential impact on various industries. He also addresses concerns regarding AI regulation and competition with Chinese AI. Key takeaways: Khosla's recent $50 million investment in OpenAI has garnered attention and success. He is passionate about the potential for AI to disrupt and improve various industries. Khosla's focus on AI regulation and concerns about Chinese AI competition. Counter arguments: Some may argue that Khosla's intense focus on AI may overshadow other important areas of technology. Critics may question the sustainability of AI in certain industries and its potential negative effects on job displacement. #ai #artificialintelligence #tech #venturecapital #vc #startups

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NVIDIA has claimed the top spot as the most valuable company globally, showcasing remarkable performance in forward earnings and stock price. At Herbert Smith Freehills, we're witnessing a surge in #privatecapital funding for #datacentres and #fibrenetworks as a way for these investors to tap into the exponential growth projected in #AI. Hyperscalers and other companies need to make money with AI, and so it does raise some risks as to the medium to longer term demands for the underlying infrastructure. While I firmly believe that AI is generational and here to stay, private capital investors must assess flexibility of customer and power supply contracts (space and power reduction rights, termination rights, take or pay power supply arrangements) in the context of possible reductions in demand and factor that impact in to the investment case. Our team is well equipped to help guide private capital investors through these considerations amongst many others.

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☀ Climate founders, operators, and investors...☀ We are actively deploying (non-dilutive!) debt capital to growth-stage climate companies - and have more dry powder at the ready. I'm looking for intros to climate companies and investors who may be interested in debt financing. As a recap, Ezra Climate does two things - 💸 Provides debt financing to climate companies. We lend $5M to $50M to help you scale and deploy your climate technology quicker. ⚙ Builds your "Climate Tech-as-a-service" platform. We provide the financing and software that allows you to offer customers a lease, rental, or subscription product. Drop me a line if this is you - or if you know founders, operators, and investors who may be keen to learn more! Additional info on what we look for below. Dan Rosen Dori Rutkevitz Shujaat Khan Christin Price Matt Weiss Paul Tregidgo Asher Hochberg

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