The Edge
My podcast with Jasper Masemann at Cherry Ventures, where we break down what is actually happening in AI.
Each episode, Jasper Masemann, investment partner at Cherry Ventures, and I take one question in AI and work it through: what is real, what is hype, and what it means for the people building and funding it. Founders and operators join us along the way. For shows where I was a guest rather than a host, see Other Shows.
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Episodes
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AI Agents: The Future of Work?
What AI agents actually are, past the sci-fi imagery: code that takes a defined task, breaks it into steps, and changes how we work with computers. Lutz and Jasper trace the line from robotic process automation to today's agents.
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The Value Translation Gap: AI's Deployment Problem
Machine-learning veteran Eric Siegel on the value translation gap that keeps enterprise AI stuck in the lab, and why only 15 to 20 percent of predictive models ever reach production.
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AI Products: Why ‘Good Enough’ Beats Perfect
Lasqo AI's Ferdinand Terme on why vertical AI startups beat the tech giants, building B2B products rather than features, and keeping a human in the loop as you scale.
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The future of AI bots: winning with personalization, conviction, and cross-platform integration
From Meta's celebrity avatars to Character AI, the race to build bots has been frantic. Why most of them miss, and what actually makes a bot worth talking to.
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AI Gold Rush: Is the Market Overheating?
The AI market is shifting from a race to build infrastructure toward practical applications that deliver real business value. Is the gold rush cooling, or just maturing?
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Building AI products: 5 lessons from our founders' workshop
Live from London, a recap of the Station F founders workshop: five lessons on why building AI products needs a different playbook than traditional software.
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Founder Coaching: Tips for your AI Journey
A live founder-coaching session at Cornell Tech with three pre-seed startups using AI to rethink neurological care. Real questions, real feedback.
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Cherry's Investment Thesis on AI
Lutz and Jasper lay out how they break AI down and where Cherry Ventures places its bets, in a live and uncut conversation that opens season two.
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A reality check on AI
AI has been a buzzword for decades, so what makes this wave different? A look at the technical evolution and the jump in accessibility driving the shift.
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Did our predictions hold true?
Lutz and Jasper revisit their 2023 predictions: what happened, what did not, and what it means for MLOps and the hardware race heading into 2024.
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The synergy between LLMs and knowledge graphs
Sounding intelligent is not the same as being right. Knowledge-graph expert Mike Dillinger on pairing LLMs with structured knowledge so generative AI gets the facts straight.
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Large Language Models: one interface to rule them all?
Qatalog founder Tariq Rauf on using an LLM as a single interface across enterprise tools, and the product and technical hurdles that come with it.
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You asked, we answered
Listener questions on air: how AI use cases differ for frontline versus knowledge workers, and what the wave of VC money flowing into AI really signals.
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Are we one step closer to using LLMs in practice?
LLMs plus vector search equals retrieval-augmented generation. An introduction to RAG and why it may be what finally makes enterprise search useful.
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AI and the human factor
AI is never fully free of human work. Lutz and Jasper break down the human factor, with a primer on supervised and unsupervised learning.
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What the latest in AI funding tells us
Three headline funding rounds, read not for the dollars but for the use cases behind them and what they reveal about where AI is heading.
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Will LLMs scale and revolutionize the legal space?
Recorded in front of Lutz's Cornell class, with LegalOS head of engineering Torben Gerkensmeyer on the power and the limits of LLMs in legal work.
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Bias in, bias out: Addressing the impact of bias in AI
Where bias enters an AI system, why it compounds, and what it means for the startups building on top of these models.
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The future is indie: AI’s impact on the music industry
How AI reshapes music from ideation to production, what happens to the human touch, and the open questions around copyright and royalties.
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How Ultimate evolved from hundreds of supervised models to UltimateGPT
Ultimate cofounder and CEO Reetu Kainulainen on six years of conversational AI in customer service, and bringing ChatGPT into the support center with UltimateGPT.
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Connecting LLMs to the world: The possibilities of the feedback loop
Autonomous agents, the feedback loops that power them, and where these AI task-runners deliver versus where they fall short.
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Will open or closed AI models win?
Lutz and Jasper on what is new in AI and the year ahead, anchored on one big question: will open or closed models win?
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AI as an interface
The very first episode. Lutz and Jasper make the case for thinking about AI as an interface, not just a model.
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