Big picture questions relevant for all meetings (I have not repeated them in any of the sections below)

 Across everything you’re seeing right now in AI— tools, infrastructure, agentic AI, other use cases etc —what’s the one
development or shift you’re personally most excited about, and why?

 If you had to bet on one AI-native idea today, what would it look like? [This question can also be sector specific w.r.t media,
education & healthcare for relevant folks] [Alternate: In your domain, what do you see as the most strategic leverage point for AI]

 What’s one contrarian belief you hold about AI—something you think is true, but most others would disagree with?

 Which industries or sectors do you foresee being most profoundly disrupted by AI in the coming years, and what key shifts do you
anticipate in these industries as a result? [Alternate: Which incumbent industry is most structurally vulnerable to AI—and what
does the disruptor look like?]

 For investors: If you weren’t investing and had to build an AI company tomorrow, what would it be and why?

 AI is showing up everywhere—from reasoning to coding to autonomous agents—but where do you think the first truly large-scale,
durable consumer or enterprise use case will emerge? [Alternate: What will be the biggest use case for AI]

 What’s a moonshot AI idea that seems ridiculous today—but you believe could be real in 10 years? [Alternate: What is your vision
for AI in the next 5-10 years?]

 What’s the one capability you wish AI had today—but it’s still fundamentally lacking?

___________________________________________________________________________________
Brad Lightcap, COO of Open AI
Previously with Y Combinator. Joined as Open AI CFO and then transitioned to an operating role.

Lightcap has been instrumental in OpenAI's strategic pivot from reinforcement learning to transformer-based models, leading to the
development of ChatGPT. Currently focused on enterprise adoption for OpenAI.

Links:

- WSJ article on OpenAI allowing companies to build own agents: https://www.wsj.com/articles/openai-wants-businesses-to-build-

their-own-ai-agents-b6011d76

- Milken institute interview: https://www.youtube.com/watch?v=OVsr1UBVZ5g / Relevant time codes you can watch
[01:30 – 2:50]: Sees enterprise partnerships and publishing a crucial growth area for OpenAI
[02:50 – 5:00]: Sees publishing as a big opportunity for OpenAI
[05:00 – 15:00]: How 95% of Fortune 500 enterprises are leveraging OpenAI, Klarna case study

- Bloomberg Tech interview: https://www.youtube.com/watch?v=ryLkoDiV5q8 / Relevant time codes you can watch
[13:25 -18:00]: Discussion on media partnerships, subsidizing cost of production for media cos

- CNBC interview on partnership with Apple: https://www.youtube.com/watch?v=JgH9ak8Ls2o / Relevant time codes you can watch
[0:55 – 2:20]: Do not yet know what a great product experience with AI could look like
[2:21 – 3:20]: Commercial considerations, Partnership with Apple

Questions:

On AI’s role in shaping the future

- Do you believe AI is a platform shift like mobile or cloud - or more akin to electricity, rewiring every sector? How should companies
recalibrate their core strategy in response?

- What does the AI-native enterprise of 2030 look like—and how different is it from today’s incumbents?

AI x Enterprise transformation

- From your vantage point at OpenAI, what do you see as the most transformative enterprise use case—where AI won’t just assist,
but fundamentally reshape how businesses operate?

- What functions inside a company do you think will be most radically reshaped by AI in the next 2–3 years—beyond just code and
customer support?

AI Agents x Capability Leap

- We’re moving from chatbots to autonomous AI agents that may be able to handle complexity, reason, plan, and take action. How do
you see agents evolving over the next 12–18 months—and what are the breakthrough use cases you’re most excited about?

AI x Media

- Across the entire media ecosystem, what is the most disruptive leverage point for AI?

- As AGI capabilities emerge, how do you think power dynamics will shift between platforms, creators, and users—especially in
media, where agency and authorship may blur?

- Do you see OpenAI evolving into a foundational engine for media creation—where content like films, games, or even interactive
stories are generated dynamically and at scale?

___________________________________________________________________________________
Fei-Fei Li, Inventor of ImageNet, Co-Founder & CEO, World Labs
Li's World Labs is developing AI systems capable of understanding and generating 3D virtual environments, aiming to revolutionize
spatial intelligence application https://www.worldlabs.ai/

Targeting game companies and movie studios as its first customers

https://x.com/ccamp___/status/1907810870148870588 : World lab is for video what ChatGPT is for text

Advocates for 'human-centered AI' that augments human creative capability rather than replacing them

Links:

- Interview with a16z: https://www.youtube.com/watch?v=vIXfYFB7aBI. Relevant time codes you can watch
37:42 - The Future of VR and AR

- https://x.com/mrjonfinger/status/1886366503538225417 : Film with 3 characters made with: 1 actor & AI

- https://x.com/drfeifei/status/1865192743586402379 : Animated 3D world through World Labs

Questions:

LLMs vs. Embodied AI

- LLMs have dominated recent AI progress, but they operate in disembodied ways. How do you see spatial intelligence
complementing or even redefining the capabilities of LLMs?

Spatial Computing x Media

- Across the entire media, entertainment and gaming ecosystem, what is the most disruptive leverage point for Spatial AI?

- As we move into a world of spatial computing (e.g., Vision Pro, AR/VR), how can spatially intelligent AI reshape immersive
storytelling, virtual production, or audience interaction? [this question is relevant for both media and education]

AI + Spatial Learning in Education

- How can spatially aware AI be used in educational settings — for example, in classrooms or learning games — to create more
immersive, responsive, and inclusive learning experiences?"

Looking forward

- Looking ahead, where do you think the intersection of AI and spatial computing will take us in the next 10 years?

- As AI becomes more embedded in how we perceive and interact with the world, what ethical principles or design philosophies
should anchor its development? [this question is included as Dr Li advocates for 'human-centered AI' that augments human creative
capability rather than replacing them]

- What’s a belief about spatial or embodied AI that you hold—but feel most people in AI or media still overlook?

_____________________________________________________________________________________

Kim Polese, Co-Creator of Java; Co-Founder & Chairman, CrowdSmart AI

CrowdSmart utilizes AI and collective team intelligence to improve investment decision-making processes, reducing biases and
enhancing outcomes

To see how it works: https://www.crowdsmart.ai/howitworks

Links:

- How CrowdSmart helps fund investment decisions: https://www.youtube.com/live/C2nozyHMjFA?t=620&si=kYBPdjBe9tjBbzxh

- Use case for Titan fund: https://www.youtube.com/live/C2nozyHMjFA?t=1230&si=hzu3Qhp6uPhR_v07

Questions:

AI Innovation through the lens of a technologist

- You've led multiple tech revolutions — from Java to AI. What patterns do you see repeating in this current wave of AI innovation,
and how can business leaders leverage these?

AI + Human Judgment

- How does CrowdSmart's approach to combining AI with collective intelligence enhance investment decisions?

Bias, Governance & Design

- How do you deal with human bias given the reliance on “crowd intelligence” to drive decisions?
________________________________________________________________________

Andreas Sjostrom, Director of Applied Innovation Exchange, Capgemini

Leads Capgemini’s global innovation hub. Helps Fortune 100 companies navigate emerging ideas & technologies. He has as interacted
with 400+ AI start-ups focusing on agentic AI

Links
- Identifying use case for AI agents: https://www.youtube.com/watch?v=TP8mU0EUYek&t=787s [Generic stuff]
 Focuses on practical application of emerging technologies in enterprise settings
 AI is evolving beyond automation and into autonomy
 Enterprises can deploy agentic AI across various functions and roles
 Data quality is essential for successful AI implementation
 Leaders should experiment with AI tools to understand their potential

Questions

AI-Driven Organizational Transformation

- What AI implementation strategies have you seen succeed in transforming traditional companies to more agile, data and
technology driven organizations?

Disruption Across Sectors: AI’s Broader Impact

- You’ve worked across multiple sectors impacted by AI. Which industries do you believe will see the most disruptive transformation
due to AI in the next 5 years, and why?

Automation vs. Autonomy: The Future of Work

- How do you foresee the evolution from automation to autonomy impacting organizational structures and workflows?

AI in Media & Entertainment / Education: Rewriting Consumer Experiences

- In media and entertainment, AI is increasingly being used to create content, personalize experiences, and drive engagement. Do you
have a view on how AI will change the way people consume media in the next decade?

- AI has the potential to revolutionize personalized learning. How do you see AI-driven tools reshaping the way students learn,
particularly in terms of individualized curriculums, adaptive learning paths, and real-time feedback?
___________________________________________________________________________________

Mitesh Agrawal – CEO, Positron AI (since Feb-25)

Positron AI is a challenger to NVIDIA

They develop specialized chips designed explicitly for AI inference—the stage where trained models run real-world tasks. Positron's
product, the Atlas system, aims to surpass leading GPUs on both speed and power efficiency.

Reports indicate the system may achieve faster throughput than Nvidia's GPUs, with better performance per dollar + lower power
consumption

https://www.forbes.com/sites/jaimecatmull/2025/04/10/the-future-of-ai-investing-how-semiconductors-are-shaping-the-game/

He was earlier at Lambda, an AI cloud computing company and helped scale from $500k to $500 Mn

Links:
https://thedisruptors.com/mitesh-agrawal-ceo-positron-ai/
[02:40 – 04:40]: What does Positron do?
[04:45 – 06:15]: Competing with a monopoly
[10:50 – 13:30]: Agentic AI and how it is transforming content generation

Questions:

On challenging Nvidia

- How are you navigating growth in a monopolistic ecosystem?

AI in Content Generation: The Future of Media

- Impact of AI on content generation – do you see a future where content will be entirely generated with AI? [this question is included
as Mitesh has mentioned the potential of AI in content this in his interview – link above]

AI Chips vs. GPUs: The Value Proposition

- As AI hardware evolves, what role do you see for custom or specialized AI chips in empowering new forms of digital media—
whether it’s in gaming, film production, or virtual environments?

- Advantages of specialized AI chips offer over traditional GPUs, and how can they be leveraged in large-scale media & content
delivery platforms?

__________________________________________________________________________________

Ali Kashani, Co-Founder & CEO, Serve Robotics (NASDAQ listed)

Video of their robot: https://x.com/freethinkmedia/status/1530609856062758912

Serve Investor deck: https://investors.serverobotics.com/static-files/0138a856-bd69-4564-9f8d-0534f9cebb73

Serial entrepreneur with multiple exits. Founded a food delivery platform that was acquired by Postmates Inc. At Postmates he
started a robotics vertical for last mile food delivery. After Postmates was acquired by Uber, he spun out and started Serve.

Believes in the transformative potential of robotics and AI for service industries. Has advocated for sustainable automation that
creates new economic opportunities.

Links

- Physical AI, the next frontier of AI: https://huggingface.co/blog/Kseniase/physicalai#:~:text=on%20human%20effort.-,

%E2%80%9CThe%20next%20frontier%20of%20AI%20is%20Physical%20AI%E2%80%9D,interacting%20with%20the%20real
%20world.

- Robotics, the physical manifestation of AI: https://www.youtube.com/watch?v=uhLDHA9skFk

- Recent interview (can skip - very generic stuff): https://www.youtube.com/watch?v=QxuVUNodAgQ

Questions:

On Physical AI, the next AI frontier

- What do you see as the most disruptive leverage point for physical AI in the next 3–5 years?

- AI has shown explosive progress in digital domains—what are the biggest challenges in bringing that intelligence into physical
systems, and how are you solving for that?

Evolution of Agentic AI

- Many believe that the next frontier of AI is physical AI. How do fast do you see robots becoming increasing capable of handling
increasingly complex tasks? For example, fully automated manufacturing facilities?

Autonomous Delivery in Emerging Markets

- Key challenges in scaling autonomous delivery solutions, and how can they be addressed in densely populated regions like India?

- Do you see a potential for integration of autonomous robotics transforming last-mile delivery in emerging markets?

_________________________________________________________________________________

Samay Kohil, Co-Founder, GreyOrange; Co-Founder Budy.ai

Led GreyOrange’s growth from a startup to a global leader in AI-driven warehouse automation https://www.youtube.com/watch?
v=VaaUgfskYKg

Co-founded Budy to solve a critical problem in senior living sales—move-ins take too long, sales cycles are inefficient, and reps
struggle to engage the right people at the right time. Traditional CRMs and marketing automation tools only track activity, but don’t
actively help sales teams drive move-ins

Questions:

- With AI advances each day, how do fast do you see robots becoming more “agentic” and capable of handling more complex tasks?
Currently hybrid models (AI + human oversight) are producing ROI in many warehouses / back-offices

- How does GreyOrange’s AI navigate real-time decision-making in high-speed, high-complexity warehouse environments—and what
sets it apart from traditional rule-based systems?
_________________________________________________________________________________

Larry Brilliant, Co-Founder, CEO, Evity.ai

He is an epidemiologist. Epidemiology is the science of distribution, determination, deterrence, effects of disease in defined
populations. It uses large data to control epidemics.

Larry led a team of 150k health care workers in India to help eradicate smallpox.
Evity.ai focuses on applying AI to precision health, aiming to enhance diagnostic accuracy and treatment personalization

Links
https://www.youtube.com/watch?v=LgksVRHRBtc Relevant time codes you can watch
[06:00 – 15:00] - Visit to India, meeting Steve Jobs, role in small-pox eradication through 2 Bn house-calls
[20:00 – 22:00] – Working for Google – used a database to run logistic regressions to predict flu cases [google flu trends] – beat CDC
reports – working with big-data properly done can have massive health impact
[29:30 – 32:30] – Leveraging AI in healthcare, keeping human experts in the loop (experiential AI)

Questions:

AI x Healthcare

- Across the entire healthcare ecosystem, what do you see as the most disruptive leverage point for AI?

- As AI intersects with genomics, personalized medicine is becoming a reality in the West. Do you see a viable pathway for precision
public health in a country as heterogeneous and resource constrained as India?

- India has both - shortage of doctors and an oversupply of patients. How can AI meaningfully bridge this asymmetry—particularly in
diagnostics, triaging, and rural care?

AI x Data challenges

- AI has the potential to transform disease surveillance, diagnostics, and care delivery—but effectiveness depends on quality and
completeness of data it learns from. In the context of India’s fragmented and often non-digitized health records, how can we build
AI systems that deliver accurate outcomes, rather than risk sub-optimal or misleading results?

- India’s health data is fragmented, informal, and often underreported. How can we build AI systems that are robust and scalable
enough to work effectively across such a diverse and complex healthcare landscape?

Lessons from eradicating smallpox

- During the smallpox eradication campaign, you helped architect one of history’s greatest public health victories—built not on tech,
but on trust, local intelligence, and relentless execution. If you were leading a similarly ambitious health mission in India today, what
would you do differently, and what would you do the same?
_________________________________________________________________________________
Joe Betts-LaCroix, Retro Biosciences, Healthcare

Trained in biophysics, co-founder of Health Nucleus and Vium, former principal at Calico (Google’s longevity moonshot)

Now founder of Retro Biosciences, at the intersection of AI & longevity - aiming to add 10 years to healthy human life. His venture
has been backed by Sam Altman

They have introduced a PHD program in EU and USA https://x.com/RetroBio_/status/1772313233099038874

Links:
Watch video about retro: https://www.corememory.com/p/inside-retro-bio-sam-altman-longevity

Questions

Vision

- With so many pressing challenges in healthcare, what led you to believe that longevity is the area where AI can deliver the most
meaningful breakthroughs compared to other domains?

- Aging is not a single disease—it’s a systems-level phenomenon. What makes it a particularly compelling fit for AI-guided discovery

- Across the entire healthcare ecosystem, what is the most disruptive leverage point for AI?

AI x aging discovery

- What do you see as the most promising application of AI in tackling the root causes of aging—discovery, diagnostics, or intervention
design—and why?

- What specific biological aging processes do you believe are most amenable to intervention using AI-guided discovery, and why?

Translation to emerging markets

- Most longevity science is decades away from public health integration. What’s the bridge from elite science to population-scale
impact, especially in emerging markets like India with fragmented healthcare access?

____________________________________________________________________________________

Guy Piekarz, Co-Founder & CEO, Panjaya AI

Panjaya is AI-driven company specializing in video translation, lip syncing and dubbing at scale.

Their technology enables seamless dubbing, translation, and lip-syncing of videos into multiple languages while preserving the
natural look and feel of the original content.

With a focus on breaking language barriers in visual storytelling, the company aims to help creators and educators connect with
global audiences effortlessly.

Links
- How it works: https://www.panjaya.ai/#how-it-works
- TED talk translated using Panjaya AI: https://www.youtube.com/watch?v=Gm6BW6sFBNs
- TED talks moving from having 60k+ translators to working with Panjaya: https://www.youtube.com/watch?v=nTs6itK8u0k&t=86s

Questions

Market context & adoption strategy

- Across the entire media, entertainment and gaming ecosystem, what is the most disruptive leverage point for AI?

- Where do you see the next frontier for AI-powered storytelling and content creation—beyond dubbing and lip-syncing?

- In markets like India where manpower supply is high, the cost of AI adoption often surpasses that of human power. How would you
look at driving adoption given this nuance?

- India isn’t one market—it’s multiple micro-markets with different languages, sentiments, and media consumption behaviors. Does
your tech adapt to that fragmentation at scale?

Language + Cultural Intelligence

- In a multilingual market like India, where linguistic nuances impact viewership and viewer trust, how is AI trained handle regional
dialects, cultural idioms, or emotion-infused voice acting in dubbing?

Technical Stack & Human-AI Interface

- What role does human oversight play in Panjaya’s AI dubbing process to maintain quality and nuance?

- What are the biggest scaling constraints in deploying your AI stack across thousands of hours of content weekly? Is it compute,
training data, QA, or something else?

Application in education

- How have education companies leveraged Panjaya’s AI dubbing and visual storytelling capabilities to drive measurable outcomes—
be it learner engagement, content reach, or conversion?

- How seamless is the integration of Panjaya’s stack into existing educational content pipelines—for platforms already producing
video-based lessons at scale?

___________________________________________________________________________________
Stephan Vladimir Bugaj, Chief Creative Officer, Genvid Holdings Inc
Genvid creates interactive series where the audience determine the story canon together. Choices are made available for a limited
time, and if audiences participate, they choose the canon for everyone to watch.

Won an Emmy Award for interactive series SILENT HILL: Ascension, an interactive horror television series set in the universe of the
Silent Hill video game franchise

Links
- About Genvid – Please read the thread in the comments section written by the founder
https://x.com/JNavok/status/1817012855826448499

- Silent Hill video - they won Emmy for this: https://www.youtube.com/watch?v=MstSoQJRDJQ

Questions

AI x Content, Creativity – transformation or threat?

- As AI reshapes the creative process, what does creativity mean in the AI era?

- There is a growing narrative that AI is undermining creativity - What’s your perspective on this? Do you think AI is destroying
creativity, or is it simply transforming how we create?

- You've worked across storytelling paradigms — one where narratives are crafted entirely by humans, and another where AI plays an
active role in shaping the experience. How do you think we can strike the right balance between structured, human-driven
storytelling and the fluidity of AI-powered interactivity?

- Across the content pipeline, what is the most disruptive leverage point for AI for a content company?

- How close are we to having generative tools that can deliver a theatrical-quality blockbuster at a fraction of cost?

Narrative Intelligence & Creative Boundaries

- As AI starts to co-write and co-direct, where do you draw the line between augmentation and automation in storytelling

- How do you train AI to understand story arcs, emotional beats, and cultural resonance—not just syntax and dialogue?

Cultural sensitivity, local storytelling

- Most international studios are often seen to flatten diversity into predictable formulas in storytelling. How can generative AI avoid
falling into the same trap?

- Do you believe AI is capable of understanding and handling the subtle cultural nuances, or are there limitations in its ability to
navigate these complexities?

__________________________________________________________________________________

Roblox Corporation
 Jerret West (CMO)
 Christina Wooton (Chief Partnerships)
 Zhen Fang (Head of International)
 Arvind Jayaram (Head of Brand Engagement)
 Kiran Bhat (Sr. Director, AI) (Metaverse and Future of Entertainment)

About Roblox
https://s27.q4cdn.com/984876518/files/doc_financials/2024/q4/Q4-2024-Shareholder-Letter.pdf
https://www.matthewball.co/all/roblox2024

- Roblox provides a development environment called Roblox Studio, where creators (called "developers") use the Lua programming
language to build games and experiences

- Roblox has established a virtual economy, using an in-game currency called Robux, which users can spend on avatar customization
and in-experience purchases. Developers can monetize their games via Robux, which can be converted to real money. In 2024,
Roblox paying out over $900+ million to creators

- Roblox has ~7.2 Bn hrs of monthly engagement (~50% of Netflix) with 97.8 Mn avg DAUs
In H1 2024, monthly engagement of Netflix averaged 15.6 Bn hrs and Disney+ is estimated at ~3.1Bn hrs

- In May’25, set a record for 1.4 Mn concurrent users

How is Roblox integrating AI?

- The company is moving beyond static tools into foundational AI models (e.g., Cube 3D launched in Mar’25) and developing a
roadmap toward 4D generative AI — where assets are generated not only with form but also with embedded functionality and
behavior.
What is Cube 3D: https://www.youtube.com/watch?v=r1MOsgqzKrg
Roadmap towards 4D gen-AI: Roblox’s Road to 4D Generative AI

- AI application Splash on Roblox is the biggest music game on the platform, using AI for end-to-end music generation
https://www.youtube.com/shorts/XzlVyF-jj1I

Questions:
How do they view AI

- How does Roblox define the strategic role of AI within its ecosystem — is it primarily a creator toolset, a scaling solution, or a future
consumer interface?

- As AI reshapes boundaries of creation, distribution, and interaction, how do you define Roblox today—and what is it evolving into?
a gaming platform, a content ecosystem, a distribution layer, or an immersive internet layer?

Platform economy and monetisation

- Robux has been one of the most stable and successful virtual currencies on a digital platform. What design principles have made
that possible? How do you manage inflation and value perception within the Robux ecosystem - for consumers and developers?

- With Cube 3D and your push toward 4D generative AI, how do you imagine AI reshaping the definition of a ‘game’ or ‘experience’
on Roblox in the next FEW years?

Content evolution and media cross over

- What types of experiences (games, social hangouts, concerts, educational content) are driving the deepest engagement on the
platform today?

- As Roblox evolves toward high-fidelity experiences, do you foresee a blurring of lines between gaming and passive entertainment
(e.g., animated series, concerts, film premieres)? How do you look at supporting traditional streaming formats or episodic
storytelling within games?

- Have you explored partnerships that enable the simultaneous broadcast of live content (e.g., concerts, sports) inside Roblox,
synchronized with linear or OTT platforms — perhaps with fan interaction layered in?

___________________________________________________________________________________

Vicki Dobbs Beck, Lucasfilm, Media & Entertainment (VR/AR/AI & Spatial Computing)

She leads ILM x LAB, Lucasfilm’s award-winning immersive entertainment division.

Under her leadership, ILM x LAB has pioneered narrative-driven virtual reality (VR), augmented reality (AR), and mixed reality (MR)
experiences, including:

She’s known for her vision of “storyliving”—moving audiences from being passive viewers to active participants in a narrative
universe. She is also a frequent speaker at conferences like TEDx, Cannes XR, and SXSW, and has been a vocal advocate for innovation
at the nexus of entertainment, gaming, and immersive technologies.

Links
- Vader Immortal trailer: https://www.youtube.com/watch?v=_qCQLs1QpXI
- Star Wars trailer: https://www.youtube.com/watch?v=ZQUZEiT_GOI

Questions

Immersive Storytelling & AI

- How is AI changing the grammar of immersive storytelling—and what new forms of audience engagement might emerge over the
next decade as storytelling becomes more adaptive, participatory, and real-time?

- How do you see generative AI tools reshaping the way immersive content is developed? Could we be moving toward real-time, AI-
generated story branches based on audience interaction?

- Given your work with companies like Meta, Epic, and Disney Imagineering—what makes a tech–storytelling partnership succeed or
fail?

- How do you nurture a team that can simultaneously think like filmmakers, technologists, and gamers?
___________________________________________________________________________________

Neeru Khosla, Chief Executive Officer at CK-12 Foundation

CEO of CK-12 foundation, a non-profit organization dedicated to increasing access to high-quality K–12 STEM education through free
and customizable open educational resources.

She recently launched a free AI tutor called FlexiAI – a free science and maths AI tutor.

Links

- Overview of FlexiAI: Flexi 2.0 The World's Most Powerful AI Tutor

- What is FlexiAI: https://youtu.be/mcK5rnK2Y60?t=865&si=VFIUJZM0aBww-ShA

- VR in education: https://youtu.be/mcK5rnK2Y60?t=1835&si=aSGvvOq-97KC4Hhk

- Future of education: https://youtu.be/mcK5rnK2Y60?t=2350&si=RKqY52FjDtDy7U7O

Questions

Re-imagining learning at scale

- How can AI move beyond gap-filling to fundamentally reimagine how foundational learning is delivered to millions?

- What does AI-native learning look like in its truest sense? Do you see AI as an intervention or as core infrastructure?

- If AI can tutor every child better than the average teacher, what is the future role of a teacher and a school? Should the model be
rebuilt entirely rather than retrofit AI into legacy systems?

Role of human teachers

- In an AI-first learning environment, how must the role of the teacher evolve—and what support systems are critical to enabling that
transformation at scale?

AI x Pedagogy

- Beyond delivering content, how can AI foster deeper cognitive skills like critical thinking, creativity, and ethical reasoning in
students?

- What are the most critical gaps you see in how traditional curricula are designed—and how should content be reimagined to suit a
mobile-first learner?

__________________________________________________________________________________

Vinod Khosla, Founder & Partner, Khosla Ventures

Vocal advocate for the role of AI in disrupting industries like healthcare, education, and media. Envisions AI democratizing access to
essential services, significantly lowering costs, and reshaping global economic structures
Read his article: https://www.khoslaventures.com/ai-dystopia-or-utopia/

Some views:

Healthcare:
 Belief: AI can replace 80% of doctor tasks—diagnostics, primary care, and even some specialties.
 Rationale: Human doctors are expensive, inconsistent, and geographically constrained. AI offers scalable, affordable, and
consistent care.
https://www.fixinghealthcarepodcast.com/2024/11/06/fhc-153-vinod-khosla/#:~:text=AI%20as%20an%20amplifier%20of,more
%20preventive%20and%20personalized%20care.

Education:
 Belief: Every child can have a free, personalized AI tutor tailored to learning style, pace, and language.

Media:
 AI will empower anyone to become a creator—musician, designer, filmmaker—regardless of skill.
 Praised Roblox’s Splash for enabling kids to create music via AI.

Links

- 12 predictions for the future of technology: 12 Predictions for the Future of Technology | Vinod Khosla | TED
[04:30]: AI’s role in entertainment and design, Creativity and diversity to go up dramatically

- Vision for $1 Bn revenue company with 10 employees: https://x.com/vkhosla/status/1917937641187590528

- Interview with Rajan Anandan on investment philosophy: https://www.youtube.com/watch?v=xeGK83CdusI

- Why Vinod Khosla backed Open AI: https://www.youtube.com/watch?v=shMMW_RhztA

- Interview at Upfront summit: (986) AI and the New Age of Abundance with Vinod Khosla | 2025 Upfront Summit - YouTube
[04:20]: Screen actors’ guild strike – those who went on strike will be disadvantaged
[06:15]: On investor greed and rich valuations

- Interview with Mario Nawfel: https://www.youtube.com/watch?v=jjwNVWJAx84

[12:35]: The biggest risk is AI in China’s hands

- AI will drive broad deflation by drastically reducing costs in sectors like healthcare and education, potentially automating up to 60%
+ jobs: https://www.wsj.com/articles/venture-capital-pioneer-vinod-khosla-says-ai-will-deliver-broad-deflation-537e81bc?
utm_source=chatgpt.com

- UBI may become necessary as AI takes over jobs, to mitigate economic disparities and support those displaced by automation
https://www.businessinsider.com/vinod-khosla-universal-basic-income-ai-job-loss-2024-9?utm_source=chatgpt.com

- VK’s view on Roblox’s Splash: https://solanacompass.com/learn/Superteam/crypto-business-health-tech-and-more-the-vinod-

khosla-podcast?utm_source=chatgpt.com

Questions

Investing in AI: Thesis, Moat, and Edge

- You’ve each backed some of the most paradigm-shifting companies of the last decade. What’s your process for detecting a truly
non-consensus bet—when conviction runs ahead of social proof

- In a world where foundational models are becoming commoditized, what do you consider the strongest defensibility or moat in an
AI startup?
- Many AI companies today are wrappers on infrastructure. What signals help you distinguish between a transient interface play and
a foundational company with compounding advantage?

View on AI

- You’ve described AI as more consequential than electricity or fire - Do you see AI as a step-function leap in human evolution?

- If we accept that AI will disrupt every industry—what do you believe is the most underestimated second-order effect of this
disruption?

- What kinds of human skills become more valuable, not less, in an AI-native future?

AI x Education

- How do you see AI transforming education?

- We’re moving from ‘one-size-fits-all’ education to truly adaptive learning. What do you think the classroom of 2030 looks like—with
AI integrated deeply into pedagogy, assessment, and mentorship?

- If AI can tutor every child better than the average teacher, what is the future role of a teacher and a school? Should the model be
rebuilt entirely rather than retrofit AI into legacy systems?

- You’ve argued that AI will eliminate most white-collar jobs. In a country like India, where we’ve traditionally viewed education as
the ladder to employment, how should one rethink education itself?

- If you were building the K-12 education system for a country from scratch—with access to today’s AI —what would it look like?

AI x Healthcare

- How do you see AI transforming healthcare?

- AI’s potential in healthcare spans diagnostics, drug discovery, and patient triage. But where do you see the first billion-dollar
opportunity—where AI makes a transformative, real-world difference?

- Where is the line between AI as an assistant to physicians vs. AI fully replacing them

- What breakthroughs in AI diagnostics or clinical reasoning do you believe will be pivotal in making 24x7 virtual primary care a
reality?

AI x Media

- How do you see AI transforming media?

- With AI democratizing creative tools once reserved for professional set-ups do you believe media as an industry will atomize into
millions of creators, or will power still concentrate around platforms like YouTube, Netflix?

- You’ve described AI as more consequential than electricity or fire. In your view, how should countries like India structure their
education systems to not miss this wave?

Investment lens

- If you had to back one AI-native idea today in media / entertainment, education, healthcare what would it look like?

_________________________________________________________________________________

Guy Oseary and Effie Epstein, GP’s, Sound Ventures (Anthropic, OpenAI, Stability AI)

https://soundventures.com/
Sound Ventures is led by GPs Effie Epstein, Ashton Kutcher and Guy Oseary and manages over $1B in assets across funds.

Launched $250 Mn+ AI fund that has invested in various large language model and AI companies, including OpenAI, Anthropic,
Hugging Face, Stability AI, and Magic.dev. They have also backed Dr Fei Fei’s world labs.

Other notable investments: Air BnB, Uber, Spotify, Robinhood, Duolingo, Pinterest, Calm, Lemonade, Acorns, Peloton

Questions

Investing in AI: Thesis, Moat, and Edge

- You’ve each backed some of the most paradigm-shifting companies of the last decade. What’s your process for detecting a truly
non-consensus bet—when conviction runs ahead of social proof

- In a world where foundational models are becoming commoditized, what do you consider the strongest defensibility or moat in an
AI startup?

- You’ve invested at the intersection of culture, technology, and entertainment. How do you see AI reshaping media, education,
creative industries over the next 5–10 years

- Many AI companies today are wrappers on infrastructure. What signals help you distinguish between a transient interface play and
a foundational company with compounding advantage?

- From your vantage point, is healthcare becoming a consumer category? And if so, what does “brand” mean in a space traditionally
dominated by clinical outcomes and institutional trust?

- With GenAI transforming learning delivery, do you believe we'll see a new kind of education company emerge—one that blends
Netflix-level engagement with Khan Academy-level access? What’s missing today?

- You've both operated at the intersection of cultural intuition and venture logic. What’s one belief that gives you an edge in AI
investing today — but that most of the market hasn’t internalized yet?

_________________________________________________________________________________

Songyee Yoon, Ex-NCSOFT, Principal Venture Partners (LiquidAI, Lambda, Aalo Atomics)

Technologist, entrepreneur, and investor known for her work at the intersection of AI, gaming, and ethical innovation.

At NCSOFT, she was instrumental in expanding the company's global footprint, growing its workforce from 350 to over 5,000
employees across seven countries, and surpassing $2 billion in revenue. She is now founding partner at PVP Ventures which recently
raised a $100M fund to invest in AI startups

Author of “Push Play” where she says play is intrinsic to human nature, serving as a mechanism for learning, creativity, and
adaptation.

Links:
- Inside NCSoft, New monetization models: https://www.youtube.com/watch?v=7vo-W91RcaU :
[7:45]: Pivot from blanket subscriptions to differential pricing for different IPs, pioneering micro transactions
[15:00]: Innovative Business Models: Introducing microtransactions, loyalty programs

Questions:

Investing in AI: Thesis, Moat, and Edge

- The questions in the previous two sections under the same heading are relevant here

View on gaming & loyalty programs (she introduced microtransaction and loyalty at NCSOFT)
- You’ve described games as ‘behavioral infrastructure.’ How can we rethink non-gaming industries—like video streaming, healthcare
or education—as arenas where gameplay dynamics are latent but underused?

- How do you distinguish between shallow gamification (badges, points) and deep game design in the context of non-gaming sectors?
Where do most companies get it wrong?

- Is there a hierarchy of gaming mechanics—from extrinsic rewards to intrinsic mastery—that should be layered depending on the
sector?

- What do you believe the next generation of multiplayer experiences will look like when AI isn’t just a tool—but a co-player, a
mentor, or even a rival?

- What design lessons from live-service games (like daily quests, battle passes, or limited-time events) do you think are most
underutilized in traditional digital consumer platforms?

- What are the most powerful psychological incentives from games that can be translated into a streaming platform’s loyalty tier

- How do you see AI-enhanced game mechanics transforming traditional loyalty programs—from static point systems to living,
evolving experiences?

- In traditional games, loyalty is earned through mastery and contribution. How can AI help non-gaming platforms replicate that
sense of earned status rather than simply rewarding consumption?

- What role do narrative and identity play in loyalty systems—can AI personalize a user’s loyalty journey like a character arc, rather
than a linear rewards ladder?

- Looking ahead, do you see a future where loyalty programs will be immersive experiences—interactive worlds powered by AI—
rather than background utilities? What might that look like?

- If you had to back one AI-native idea today in gaming, what would it look like?
_________________________________________________________________________________

Andrew Chen, GP, A16Z GAMES, Technology/AI

Leads investments at the cutting edge of consumer tech, gaming, and AI-driven entertainment

Notable investments: Roblox, Rec Room, Substack, Clubhouse

AI investments:
- Runway ML – AI-powered video creation tools, central to the generative media wave
- Inworld AI – AI-powered NPCs (non-player characters) for games and virtual worlds
- Character.AI – Conversational AI platform that blends entertainment and AI companions
- Tome – AI-driven storytelling and presentation tool

Links

- Where will the AI Horde strike next? AI video, social media, and Hollywood: https://andrewchen.substack.com/p/where-will-the-ai-
horde-strike-next

- Why Hollywood and gaming are struggling with AI, $1000 blockbuster movie
https://andrewchen.substack.com/p/why-hollywood-and-aaa-gaming-cant

- Adrew Chen interviews Marc Andreessen:

[21:37]: https://www.youtube.com/watch?v=EpvhuaD5Kk0&t=1297s : Envisioning the future of immersive experiences

Questions

Investing in AI: Thesis, Moat, and Edge

- The questions in the previous sections under the same heading are relevant here

AI x Media & Entertainment

- How do you see AI reshaping the entertainment value chain—from content creation to discovery to monetization?

- Which parts of the traditional media ecosystem are most vulnerable to disruption by generative AI?

- Is AI a tool for creators, or is it becoming a creator itself? How does that redefine IP?

- Do you believe AI will eventually enable solo creators to build AAA-level game experiences? What does that do to studios?

- Can AI generate persistent, evolving story arcs that rival human writers? How far are we from that?

- What are the most promising AI companies that have the potential to re-defined entertainment and gaming that you have
interacted with

- Do you see AI as an incremental layer on top of entertainment, or a fundamental deplatforming moment for the entire industry?

- What parallels do you draw between the mobile revolution and the current AI wave—are we in the iPhone 2007 moment for
entertainment?

- What does the next breakout AI startup in gaming or entertainment look like? Is it a tool, a world, a character, or a creator
economy play

- You’ve spoken about a future where a blockbuster movie could be made for $1000 using AI. Can you unpack what needs to be true
for that to happen?

Investment lens

- If you had to back one AI-native idea today, what would it look like?

_________________________________________________________________________________

Jess Lee, Partner, Sequoia Capital, Technology/AI

Investor with an operator background – was previously founder and CEO of Polyvore, fashion tech unicorn that was acquired by
Yahoo

Notable AI investments
- Runway ML – Generative AI for video, redefining creative workflows
- Creata – AI-powered creativity tools (early-stage, stealthy).
- Kaedim – AI tool that turns 2D images into 3D assets for games and virtual worlds
- Picsart – AI-infused creative editing suite with global adoption.
- Fleek – Personal styling using AI-driven recommendations (fashion-tech)

Questions

Disrupting traditional industries

- You’ve led in spaces where tech disrupted legacy industries—fashion, media, wellness. How do you see AI forcing reinvention in
traditional industries?

- As someone who disrupted fashion through tech, how do you see traditional entertainment incumbents responding to AI-native
challengers?

- Given your operator background, what do you look for in AI-native talent? Is it more technical edge or cultural intuition?
AI x Media

- You’ve backed companies like Runway that are reinventing creative workflows—what’s your thesis on how AI will reshape the
creator economy?

- Do you see AI as enabling the ‘1-person Pixar’—or is it about empowering millions of semi-pro creators with new tools?

- What’s the next frontier after generative image/video—are storytelling, music, or world-building the next big unlocks?

- As AI lowers the barrier to content creation, how do you see platforms like Roblox or Unreal evolving?

- Do you think legacy IP holders (Disney, Netflix) will embrace AI as a tool—or will the next wave of media giants emerge from
grassroots creators?

- With AI lowering the barrier to 3D creation, what kind of new gameplay, formats, or platforms do you think will emerge?

Investment lens

- If you had to back one AI-native idea today, what would it look like?

_________________________________________________________________________________

Sarah Smith, Stanford Professor & Sarah Smith Fund

Known for her sharp eye for behavioral shifts in consumer tech, her operator empathy, and a deep thesis around how AI unlocks new
human workflows, especially in creativity, productivity, and entertainment.

The fund invests $250K+ into companies focused on future of work, marketplaces, fintech, and developer tools. Half of portfolio
founding teams tend to have a Stanford degree. https://www.sarahsmith.fund/

Notable investments
- Adept AI – Building AI agents that can take actions across enterprise software.
- Humane (via network) – Reimagining personal computing and ambient AI.
- Runway ML – AI-powered creative tools, also backed by her peers.
- Cameo – Personalized celebrity video platform reshaping fan interaction.
- Voiceflow – AI conversation design tools for chatbots and voice assistants.
- Kapwing – AI-driven video editing for Gen-Z and creators.

Questions:

- You’ve invested across creator tools like Kapwing and Cameo—how do you think the role of the individual creator evolves when AI
can generate almost anything?

- What types of AI-native startups do you feel haven’t yet emerged—but you’re waiting for them to appear?

Investment lens

- If you had to back one AI-native idea today, what would it look like?

_________________________________________________________________________________

Future of Life Institute

The Future of Life Institute (FLI) is a nonprofit working to reduce global catastrophic and existential risk from powerful technologies
such as artificial intelligence (AI), biotechnology, and nuclear weapons

Question:
- What do you see as the most underestimated existential risk from AI—not in theory, but in practical development over the next 5–
10 years?