AI Market Structure | Pauline Yang, Partner at Altimeter Capital

Pauline Yang is a partner at Altimeter Capital, a tech-focused crossover firm based in Menlo Park. She joined the team in 2017 and has worked on investments in Confluent, Epic Games, Gitlab, H1, Reify Health, Transposit, Unity, UiPath, and Workato. Prior to joining Altimeter, she was an investor at Berkshire Partners, a middle-market private equity firm where she focused on vertical software and consumer investments. She began her career working on M&A transactions at Blackstone. She graduated from Dartmouth College with a BA in economics.

In this episode, we cover a range of topics including:
- How she got into VC
- Investment framework at crossover funds
- Trends in AI/ML
- Killer apps in AI
- AI infrastructure
- Generative AI

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