Why Investors Today Count on Kilowatts
AI can transform any business, but only if there's enough power to run it. Dr. Serena Huang sits down with Dave Easton, Partner in the Growth Equity team at Generation Investment Management and WEKA board member, to explore what investors now look for before betting on an AI company. They dig into how to measure AI ROI that your customers actually feel, why culture and the right incentives matter more than any metric, and how to get the most intelligence out of your energy use. *Chapters* (0:00) Intro (0:29) Meet Dave Easton of Generation Investment (5:00) What investors ask now vs. 18 months ago (7:30) Spotting pilots vs. real deployments (9:38) The simplest ROI wins (12:39) Why AI activity is not the only efficiency metric (17:12) Creating a winning culture (19:46) How companies are approaching sustainability in AI (29:26) The next 18 months of AI investing (33:24) Dave’s two magic AI metrics *Links* Connect with Serena: https://www.linkedin.com/in/serenahhuangphd/ Connect with Dave: https://www.linkedin.com/in/david-easton/ #WEKA #DeepGeeksPodcast #GenerationInvestmentManagement #AIROI #AIInvesting #AgenticAI #AISustainability #EnergyEfficiency #TokensPerKilowattHour #HealthcareAI #EnergySector #GrowthEquity #CompanyCulture