AI Delivery Models, Cost Structure of AI Businesses, AI-infused Applications | Jill Chase, Partner at CapitalG

Jill Chase is a partner at CapitalG where she focuses on AI, data, infrastructure, and devops. Previously, she was the cofounder of Nimble and the CEO at Interlaced. She got her MBA at Stanford and is a guest lecturer there as well.

In this episode, we cover a range of topics including:
- Delivery models for AI businesses (BYOML and MLaaS)
- Your viewpoint on companies building AI compute infrastructure
- Consumer software in AI
- AI-infused software development applications
- Cost structure of ML businesses vs SaaS businesses
- Application companies vs full stack companies in AI
- AI market trends
- How do you evaluate investment opportunities

Jill's favorite books: High Growth Handbook, Silent Killer (by Beverly Barton)

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