Investing in Rapidly Growing AI Startups with Real Revenue Potential Worldwide
This talk will explore the immense potential of AI in unlocking new business opportunities across industries, highlighting the staggering $50+ trillion market potential that AI will create globally. It will delve into the challenges investors face in keeping up with the fast-paced evolution of AI technologies and provide insights on how to effectively identify and invest in the most promising AI startups with real revenue potential worldwide. The discussion will offer strategies for navigating the complexities of the global AI landscape, ensuring that investors can seize the best opportunities in this rapidly growing sector.
Speaker
Alex Ren
Founding Partner, Fellows Fund
AI investor since 2016
Bio:
Alex is an early researcher in the self-driving car industry and a seasoned business veteran with over 20 years of experience in high-tech. Since 2016, Alex has been instrumental in building a thriving community of AI researchers and entrepreneurs. As the founder of AI-focused headhunting service companies, he has successfully served more than 300 companies.
In 2021, Alex launched Fellows Fund, an AI-focused early-stage venture capital firm, in partnership with over 25 AI fellows, including the CTO of Zoom and VPs from Google, Meta, Pinterest, Instacart, Waymo, and others. Fellows Fund employs an innovative process to identify fast-growing AI startups by deeply analyzing technological maturity, conducting thorough due diligence on team quality, and assessing product traction. The firm has also established two networks—the Fellows AI Club and an enterprise network—to support AI startups in their early stages.
Since 2023, 6 out of 22 investments made by Fellows Fund have successfully raised subsequent rounds at higher valuations, and 4 companies have received acquisition offers exceeding $200 million.
Fellows Fund has invested in leading AI startups such as Gamma.app, OpusClip, Motion, Artisan AI, Diffuse Bio, Physical Intelligence, K-Scale Labs, Obsidian Security, Normalyze, Harmonic, and more, solidifying its position as one of the leading seed-stage AI VCs in Silicon Valley.
Agenda:
The AI Landscape of Silicon Valley
How to Invest in Rapidly Growing AI Startups
Q&A