Arnaud Barthélémy
Showing 1–1 of 1 transcripts.
- 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.