Adrian
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- RAISE Summit31 min
Venture Capital: Investing in AI | RAISE Summit 2024 | Paris
Arnaud Barthélémy, Kay, Adrian, Anand
Moderated by Arnaud Barthélémy of Alpha Intelligence Capital, a panel of investors including Adrian from Merantix and Anand from Canonical analyzed divergent strategies within the AI ecosystem, with Merantix prioritizing value capture at the application layer and Canonical focusing on foundational infrastructure. The discussion highlighted that while US markets drive high-risk capital velocity, European investors are leveraging deep technical talent to disrupt heavily regulated sectors like healthcare and legal through data-driven models powered by community-sourced scientific analysis. As the market remains in a price discovery phase with zero-revenue valuations, panelists anticipate a rapid transition where AI applications evolve from novel tools into essential utilities and autonomous agents begin interacting to accelerate capital allocation.
- Milken Institute1h 0m
US Overview: Can Growth Continue?
Philippa Thomas, Pippa, Ross, Bill, Adrian, Oliver, Tina Fordham, Tina Raja, Anastasios Economo
Panelists characterize the U.S. economy as a structural divergence where a robust coastal sector driven by domestic consumption and housing contrasts sharply with a stagnating interior plagued by unemployment. While the Federal Reserve signals a gradual rate normalization to combat below-target inflation, external geopolitical tensions with China and domestic political gridlock are cited as primary headwinds delaying market stability. Looking ahead, experts forecast a potential recession around 2019 but advise investors to prioritize hard assets, non-investment-grade corporate loans, and entrepreneurial ventures as hedges against monetary expansion and geopolitical volatility.