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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch - 20VC: Slow Ventures' Sam Lessin on How VC Forces Certain Companies To Exist and Makes It Difficult To Finance Others, Why Cities Won't Let Scooter Companies Be Profitable and Why Dapps Are A Concern and Where Emphasis Should Be Placed In Crypto

发布时间:2019-02-04 08:06:11   原节目
“20分钟风投”播客的主持人哈里·斯特宾斯再次邀请到Slow Ventures的创始合伙人山姆·莱辛,进行第二次深入探讨,内容涵盖技术现状、风险投资以及未来的工作模式。讨论范围从人与机器之间不断演变的关系,到加密货币领域的复杂性,以及人工智能进步所带来的伦理困境。 莱辛首先回顾了他从天使投资到机构风险投资的投资思路转变。他强调了规模上的巨大差异,对个人投资者来说,成功的500万美元退出意义重大,但对于2亿美元的基金来说可能无关紧要。这需要专注于更大的市场机会和具有10倍到100倍增长潜力的公司。 对话转向人与人工智能之间不断演变的关系。莱辛认为,最初人工智能取代人类劳动的愿景已被证明是误导性的。相反,他提倡一种共生关系,即人工智能增强人类能力,使人类能够专注于最具创造力和独特的人类工作方面。他将此比作工业革命,强调技术进步需要重组工作流程才能释放真正的生产力增长。 莱辛介绍了“人类知识工作云”的概念,设想未来知识工作将像工厂工作一样进行结构化和优化。这涉及到使用先进工具集中管理人类工作,以提高效率和质量。他断言,衡量是理解和优化混合系统的关键。为此,他们开始在Finn开放一个测量技术框架。 斯特宾斯提出了男性生产力下降的问题,并引用了莱辛的合伙人夸蒂娜的文章。莱辛承认,在全球化的世界中,需要提高生产力才能具有竞争力,并强调技术和生产力对于创造就业机会至关重要。他还指出了工作时间内参与度较低的现实,这是由于微型休息和分心,并建议利用工作时间实现超高效率,从而最大限度地增加空闲时间。 过渡到加密货币,莱辛强调了它通过提供安全、去中心化的内存和身份来“完善”互联网的潜力。他认为加密货币是中心化系统的一种对立,提供了更大的自由和隐私。他还强调,加密货币作为自由与安全可以进行权衡的基础至关重要。他承认,类似于互联网,加密货币领域内有可能出现中心化生态系统,但强调保持去中心化底层的重要性。虽然他们投资加密货币,但通常不投资去中心化应用程序(DApps)。 随后,对话转向了在日益增长的、算法生成的虚假视频背景下的伦理考量。他讨论了安全与自由之间的平衡,并将之与中国在数据管理方面的中心化方法进行了比较。他强调,西方缺乏社会需要的讨论和选择的结构。尽管总体上对安全感到担忧,但莱辛对未来表示乐观。他认为,需要重新评估基本原则,并需要更多的哲学家来解决新兴技术带来的复杂伦理困境。 采访以快问快答环节结束,涉及莱辛最喜欢的书《历史的教训》,他管理注意力的方法,以及既是投资者又是运营者的好处。他认为这两种角色相辅相成。莱辛最后表达了对消费者应用复兴的希望,并重点介绍了他们最近对Sveture.ai(一种人工智能驱动的招聘解决方案)的投资。

Harry Stebbings, host of the 20 Minute VC podcast, welcomes back Sam Lessin, founding partner at Slow Ventures, for a second round of insights on the current state of technology, venture capital, and the future of work. The discussion spans from the evolving relationship between humans and machines to the complexities of the crypto landscape and the ethical dilemmas posed by advancements in artificial intelligence. Lessin begins by reflecting on the shift in his investing mindset from angel investing to institutional venture capital. He emphasizes the vast difference in scale, where a successful $5 million exit is significant for an individual but potentially irrelevant for a $200 million fund. This necessitates a focus on larger market opportunities and companies with the potential for 10x to 100x growth. The conversation pivots to the evolving relationship between humans and AI. Lessin contends that the initial vision of AI replacing human labor has proven misguided. Instead, he advocates for a symbiotic relationship where AI augments human capabilities, enabling humans to focus on the most creative and uniquely human aspects of work. He draws parallels to the Industrial Revolution, emphasizing that technological advancements require a reorganization of work processes to unlock true productivity gains. Lessin introduces the concept of the "human knowledge work cloud," envisioning a future where knowledge work is structured and optimized similar to factory work. This involves centralizing and managing human work with advanced tools to enhance efficiency and quality. Measurement, he asserts, is key to understanding and optimizing hybrid systems. To that end, they are starting to open up a measurement technology framework at Finn. Stebbings raises the issue of declining productivity in men, drawing on writings from Lessin's partner, Quartina. Lessin acknowledges the need for increased productivity to compete in a globalized world, emphasizing that technology and productivity are essential for job creation. He also addresses the reality of lower engagement during supposed working hours, due to micro-breaks and distractions, and suggests for the time spent working to be spent in hyper productivity in order to maximize free time. Transitioning to crypto, Lessin highlights its potential to "complete" the internet by providing secure, decentralized memory and identity. He sees crypto as a counterpoint to centralized systems, offering greater freedom and privacy. He also highlights that its important for crypto to be a baseline in which freedom can be traded over security. He acknowledges the potential for centralized ecosystems to emerge within the crypto space, similar to the internet, but stresses the importance of maintaining a decentralized base layer. While they do invest in crypto, they generally do not invest in DApps. The conversation then shifts to ethical considerations in the light of growing, algorithmically generated fake video. He discusses the balance between security and freedom, drawing a comparison to China's centralized approach to data management. He highlights the lack of structures in the west for discussion and choice as society needs. While concerned about security in general, Lessin expresses optimism about the future. He argues for a re-evaluation of fundamental principles and the need for more philosophers to address the complex ethical dilemmas posed by emerging technologies. The interview wraps up with a quick-fire round, touching on Lessin's favorite book, The Lessons of History, his strategies for managing attention, and the benefits of being both an investor and an operator. He believes that the roles compliment each other. Lessin concludes by expressing his hope for a resurgence of consumer apps and highlighting his recent investment in Sveture.ai, an AI-powered recruiting solution.