Let's get ... deeper... into AI startups + AI business models + where Deepseek fits with a product-focused family office VC's perspective. We go beyond the freak out headlines and get into what's happening, how the models and DeepSeek work, and how to think about your AI startup.

01:00 - A family office VC’s AI perspective
04:30 - AI startups: How investors really think
08:45 - AI as a business: Feature vs. product
12:20 - How AI models actually work and think
18:10 - The business models of AI and OpenAI’s strategy
24:00 - Startups vs. incumbents: How to win in the AI era
30:15 - DeepSeek’s role and where it fits in
35:40 - AI's real economic moats
40:25 - What’s next for AI startups?

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