Dan Sundheim and Mala Gaonkar, founders of Tiger Grandcubs, a $1 billion AI-focused fund, shared their perspectives on the AI investing landscape. They believe AI will disrupt various industries, creating opportunities for investors. Sundheim emphasized the importance of understanding the technology’s potential impact and investing in companies that can leverage AI effectively. Gaonkar highlighted the need for a long-term investment horizon, as AI’s full impact may take time to materialize. They discussed the challenges of evaluating AI startups, including the difficulty in assessing the quality of AI models and the potential for overhyped claims. Sundheim and Gaonkar also addressed the risks associated with AI, such as the potential for job displacement and the need for responsible development and deployment of the technology. Overall, they expressed optimism about the transformative potential of AI while acknowledging the complexities and risks involved.