AI Learning Week Pause

A strategy for company-wide AI education where the entire technology team takes a dedicated week to deeply understand AI implementation and opportunities.

Core Implementation Strategy

• Entire technology team shuts down regular operations for one week
• Focus solely on learning about AI - reading, research, discussions
• Team members compare notes and share insights after the week
• Goal is to ensure companies are thinking strategically about AI implementation

Current AI Investment Philosophy

• Cautious on direct AI company investments
  • Valuations were extremely high (especially 6 months prior)
  • New AI companies asking for $100M+ valuations without proven business models

Practical AI Implementation Focus

• Emphasis on mundane but valuable use cases:
  • Customer support optimization
  • Making coding more efficient
  • Process improvements in existing systems

Integration Approach

• Each portfolio company encouraged to use AI
• Focus on practical applications rather than pure AI companies
• Looking for ways to enhance existing products/services
• Belief that near-term AI impact will be through optimization of current processes

Key Insight

• Real AI company opportunities still far away
• Current focus should be on using AI to improve existing operations
• Need to understand fundamentals before making major AI investments
• Important for entire team to have baseline AI knowledge

This approach shows a measured, practical strategy focused on understanding and implementing AI across existing operations rather than chasing pure AI plays.