Financial markets have been captivated by AI's opportunities since the launch of ChatGPT two years ago. Huge investments have flowed into established chip companies and the hyperscalers that make the infrastructure supporting AI – from Nvidia and TSMC to Alphabet, Microsoft and Amazon. But what about the frontier companies that could flourish as AI enters a new era? And why is Asia an ideal petri dish for this activity? 

Esther Wong, founder of 3C AGI Partners, one of Asia's first AI-focused venture capital funds, and formerly a managing director at SenseTime, discusses the next phase of this technology and shares her outlook on the industry – data centers in space may not be as far-fetched as you think. She joins John Lee and Katia Dmitrieva on the Asia Centric podcast. Listen on Apple Podcasts, Spotify and other streaming platforms.

Content Segmentation:

1:20 - Funding the Future: A snapshot of VC investment in the AI 2.0 era and how it differs from the AI 1.0 landscape.

3:14 - Investing Sustainably: 3C's investment philosophy: Pioneering a more sustainable approach to AI development.

6:50 - Exploring the energy demands of AI development and potential solutions.

12:10 - AI infrastructure investment, development, and applications in Southeast Asia.

16:55 - How moving globalization impact VC investments in AI.

21:08 - The current state of AI commercialization and a look at emerging "killer applications."

25:13 - 3C's approach to responsible AI investment.

27:40 - Personal journey

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