Welcome to another exciting episode of AI Innovators with Rob May!

In today's episode, we are thrilled to have Kojo Asai from Matrix Capital as our guest. Kojo dives deep into his intriguing thesis on why inference costs are plummeting towards zero and its massive implications for the AI industry.

We’ll explore how dropping costs can unlock groundbreaking applications, revolutionize generative media, and shape the future of AI.

Kojo also shares his insights on the hottest layers in the AI stack, evaluates the potential of companies like OpenAI, and offers valuable advice for aspiring entrepreneurs and investors.

Plus, stay tuned for a speed round where Kojo gives his buy or sell verdict on emerging AI trends. Whether you're an AI enthusiast, investor, or entrepreneur, this episode is packed with thought-provoking discussions and valuable insights you won't want to miss. Let's dive in!

Kojo Osei's Links

( Kojo's Blog )

( Matrix VC )

( Kojo Linkedin )

( Kojo's Twitter / X )

Rob's Links

( halfcourt.vc )

( Rob AI Newsletter )

01:00 - Competition drives inference costs reduction significantly.

05:35 - Evolution of tech parallels Internet's media expansion.

09:28 - Open source enhances adaptability; application layer underrated.

11:42 - OpenAI achieved rapid growth, comparable to Google.

15:55 - AI needs business model to capture value.

18:07 - AI impersonation threats impact identity-centric businesses.

22:34 - Lead with curiosity; choose inspired over anxious.

23:52 - Gratitude expressed; requests blog URL for more.