VC Spotlight: NFX's Beller on San Francisco As AI Hub

The transcript discusses the investment landscape in AI, comparing it to crypto, and highlights the significance of Hays Valley, dubbed 'Cerebral Valley', as a hub for AI talent and innovation. It explores the revival of a creator culture in San Francisco, particularly in Hays Valley, where AI companies and talent are thriving. The conversation touches on the differentiation between AI native and AI adjacent companies and the potential for AI to transform underserved industries.

In what ways does the speaker describe the atmosphere of Hayes Valley compared to other neighborhoods?

What observations does the speaker make about the people and activities in Hayes Valley?

How does the speaker characterize the shift from a money culture back to a creator culture in Silicon Valley?