GV's Dave Muni on AI for Science trends and Qualcomm's acquisition of Modular
ajratner · x · 2026-08-19
GV partner Dave Muni joined Bloomberg TV to discuss his bullish outlook on AI for Science over the next decade.
Key points:
- Trend: "AI for science is going to be a fascinating place to be in the next 10 years."
- Deal Activity: Discussed @Qualcomm's acquisition of @Modular.
- Track Record: Reflected on making early bets in AI for a decade, citing portfolio companies like @sambanovaai, @snorkelai, and @flappyairplanes.
More from Venture
- Oracle down 12% in a week, nearly 50% off June high as OpenAI exposure spooks market — alvelda · 2026-10-16
- Anthropic IPO valuation expectations drop to ~$1.5T as Q3 revenue growth slows to 45% QoQ — scaling01 · 2026-10-16
- VC Brad Gerstner hypes AI on CNBC while his AI exposure sits at 3-year low — SumitGup · 2026-10-16
- Anthropic pre-IPO futures imply $1.9T+ while investors eye $1.5T entry — firstadopter · 2026-10-16
- Investors temper Anthropic IPO valuation expectations over revenue growth slowdown — Ok_Display_3159 · 2026-10-16
- Don't Let the Agent Grade Its Own Homework: What a Backtest Tool Should Return — QuanTradin · 2026-10-16