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There are lots of concerns about how AI will affect software companies, but could deeptech give investors some insulation from that? EMV Capital CEO, Ilian Iliev, certainly thinks so. In this episode we examine the challenges that software may be facing and how deeptech is more of a beneficiary. Amongst other topics, we talk about: 1. the current worries about how AI will affect software 2. how robust B2B SaaS could be 3. how AI affects competition for startups 4. how AI can help scientific innovation 5. examples of how portfolio companies use AI 6. how small companies compete with large companies in hardware 7. how AI affects IP strategies 8. examples of naive IP approaches Ilian has been working in this space for a long time and gives great insight into the world of deeptech. Enjoy! 00:50 Ilian introduces himself 03:15 Change in EMV Capital (EMVC) 06:00 What is happening with SaaS and AI 10:00 Is B2B SaaS too deeply embedded to replace? 14:00 Changes in the dynamics of competition 15:45 How far AI can help scientific innovation? 19:15 Dangers of increased slop 21:30 Examples of how investee companies use AI 23:00 Use of AI in patents 27:00 Will small companies be able to compete in hardware 29:30 How is AI impacting IP strategies 33:30 Could AI undermine patent protection? 35:50 How valuable is hardware IP? 39:10 Examples of a naive approach to IP 40:30 favourite questions Links EMV Capital website: https://emvcapital.com/ EMV Capital on LinkedIn: https://www.linkedin.com/company/emvcapital/ Subscribe to the EIS Navigator podcast on most services here: https://the-eis-navigator.captivate.fm/listen Suggested books and media Time Shelter (https://www.amazon.co.uk/Time-Shelter-Winner-Premio-Europeo/dp/1474623077/ref=sr_1_1?crid=77D7SU1BYHT4&dib=eyJ2IjoiMSJ9.FU2TG28gj1_H9OMi72IkrTnwwW3Y_ymxpVBbNHnI8cFaJRSABESJ8PmIHHPL0KdhzTFXCJSJgWLrdZCklAeeZoZH_MudXrJWT_mE87jVKboIJFZCEF2Q34UHWqZ8FdqMqM7AVBljBe2F2MWkRH72Rt8_u5iDtsvV37pnhEzO_w1jFUInsg4--OEXjmB4XwbG.auwxsUNZiR4MVihouLiKnx5YprXSiFG6FEa360GLoR8&dib_tag=se&keywords=time+shelter+georgi+gospodinov&qid=1772708602&sprefix=tim+shelter%2Caps%2C460&sr=8-1) by Georgi Gospindov 21 Lessons for the 21st Century (https://www.amazon.co.uk/Lessons-21st-Century-Yuval-Harari/dp/1784708283/ref=sr_1_5?crid=2OKLVMQ36GV&dib=eyJ2IjoiMSJ9.vhalpAeHLdmfqqj4m4C95hSCgCtZyu7JPTdZNswmfAAmImWX5i0a7BsKwPpkOcdfTmAiYziOWlD2gWTSDoNlp97-8a6gXhJ37Z45w4_8up2gUL_TPrj1MNlW0ZHZjMxS1QvKQg5Lqr640UULm1kEnF3ZNiT1PWszb5CfNAofVHO6feyDCZEdyTFD7LzX9ghRaQiiF3wGCCMnhu_4hJaa97iTq0EayDt-qh_Dp9jlXkc.EEXD_FX48dCqVAVIcLNeAGsJqCzZF-dQeVku5Oqfi60&dib_tag=se&keywords=yuval+noah+harari+books&qid=1772708689&sprefix=harari+%2Caps%2C494&sr=8-5) by Yuval Noah Harari Churchill: Walking with Destiny (https://www.amazon.co.uk/Churchill-Walking-Destiny-Andrew-Roberts/dp/0141981253/ref=sr_1_4?crid=2NZUKQ7XFAX2Z&dib=eyJ2IjoiMSJ9.K-fUEiiYP7gCxWCibvgKhBmILXy8aOMavm3wPTO48JufJ55bKozS6dvIpvrPe8FiSdQIfropXNPmJsnpCT4xQqNsap49gIs29XUyvgV0JfL1LpiBmdPwY8U4ovadhJ5obwlcnurDKzuJ7F6qlypVng9IREr-bE9S-7KrviEFQHWjaypHopme3e8h837Gd0tkj6FSnuLxh2ZzxJg-UNPm4h6xhlw_MO0u3Yj6vDRTi9E.O-YTCksZDpbM0QTt9Ue0pzyu12CAjjkYlLDRiclPnpE&dib_tag=se&keywords=robertson+churchill&qid=1772708756&sprefix=robertson+churchill%2Caps%2C491&sr=8-4) by Andrew Roberts Politics On the Edge (https://www.amazon.co.uk/Politics-Edge-instant-bestseller-podcast/dp/1529922860/ref=sr_1_1?crid=3AHNHDS18SNF7&dib=eyJ2IjoiMSJ9.nrE1bwUGKbfW1ydltK_ZDKNHQmN-QqeraGslM9krkbKO67DZZWJ7D7bm7BK7DkVgmfEyEJlkQr6VQuZbks-wAtm0mvYQD2XltVIQ_SGuM-_jwaQURNolzx8LwOjagZ-KSOluMiproxvMksfgLzkDsA.Lh3XTUBO5fCw6zhnrrhj87pDLutC7FRG3zeTqfWXQKg&dib_tag=se&keywords=politics+on+the+edge+by+rory+stuart&qid=1772708843&sprefix=politics+on+%2Caps%2C474&sr=8-1) by Rory Stewart Bio Ilian Iliev, CEO, EMV Capital Ilian founded EMV Capital in 2018. After its acquisition by NetScientific PLC (now EMV Capital PLC), he became group CEO. Previously he co-founded and was CEO of CambridgeIP Ltd, which he built into a leading IP strategy and patent data analytics provider. He also worked as a strategy advisor for various corporate blue chip clients and public policy. Previously he founded and co-led a family business in industrials and electric engineering in Southern Africa. He is a Board member on behalf of the Group at many portfolio companies, including , Glycotest Inc. (Chair), Sofant Technologies, PointGrab, Q-Bot, Martlet Capital, DName-iT, Vortex and Wanda Health. He is a Board member of NASDAQ-listed PDS Biotech Inc. Ilian holds a PhD from Cambridge University’s Judge Business School with a focus on Venture Capital and science commercialisation models; Master’s in Economics and BA Politics, Economics and International Relations from the Witwatersrand University, South Africa. He was an Associate Fellow at Chatham House with a focus on sustainability and renewables. He has authored numerous academic, policy and industry reports. Disclaim...
