Great, thoughful post from my partner, Chip, on Applied AI.
One of the primary areas of focus for Flybridge over the years has been to be the first institutional investor behind companies looking to transform the enterprise technology landscape with modern software. Given the explosion in the volume of data being generated globally, this theme has led to investments in companies such as MongoDB (databases) and Nasuni (storage) that operate at the data infrastructure layer of the enterprise tech stack.
More recently, we have been investing in further advances in data management, analytics, machine learning, and artificial intelligence. While the potential for artificial intelligence has been written about extensively, what is less well understood is that the algorithms and underlying tools are only a fraction of the value and are unlikely to be a source of long-term differentiation. Fully realizing the power of AI requires a deep understanding of the domain and the specific workflows that AI will seek to…
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