Intrepid Growth Partners

Intrepid partner Ajay Agrawal and senior advisors Richard Sutton, Sendhil Mullainathan, and Niamh Gavin are back to dig deep in this episode all about using machine intelligence to increase the efficiency of mining exploration. That’s the act of using AI/ML techniques to analyze information from the earth, such as core samples, to decide multi-million-dollar questions, like where to build a mine or whether to expand an existing operation. Our guests are CEO Grant Sanden and President of Resource Modelling Solutions Jared Deutsch from GeologicAI, a Calgary-based company that redefines geological and mining decision-making with advance core-scanning technology and AI-powered analytical and modelling solutions. 🎧 Listen now: https://lnkd.in/gKVHgV5P 📱 Apple: https://lnkd.in/gEbTgdXe 📽️ YouTube: https://lnkd.in/gkYYiVSj 🎙️ Spotify: https://lnkd.in/gJu-HQcQ

🌍 Tariffs, Trade, and the AI Stack - Our Latest Podcast Episode is Live! 🎙️ The AI revolution isn’t just about technology - it’s also shaped by trade policy, tariffs, and global supply chains. In our latest podcast, we sit down with Marc Busch, a leading expert on international trade and a professor at Georgetown University, to unpack how geopolitical forces are influencing the AI stack. Key questions we tackle: 💡 How do tariffs and trade restrictions impact AI development? 💡 What does the chip war mean for the future of AI infrastructure? 💡 How should businesses navigate an AI landscape shaped by geopolitics? Marc joins Intrepid Growth Partners’ founding partners, Mark Machin, Mark Shulgan, and Ajay Agrawal for a deep dive into how policy decisions shape AI’s future. If you’re an investor, founder, or policymaker, this episode offers a strategic perspective on AI beyond the technology itself. 🔗 Listen now: https://lnkd.in/gRPR5Jky Spotify: https://lnkd.in/gXejrjKi Apple Podcasts: https://lnkd.in/gVzm4pPz YouTube: https://lnkd.in/gxHfYTXa

The Growth Venture Fund at BDC is happy to have invested alongside Intrepid Growth Partners in StackAdapt, a true Canadien Adtech success expanding rapidly in the United States and the world. StackAdapt is making it as one of Canada’s largest and most profitable private tech companies. C100   Congrats to the Intrepid team and to StackAdapt.

We are pleased to announce our first investment. StackAdapt helps brands and agencies plan, execute, and monitor multi-channel advertising campaigns through an easy-to-use, self-serve platform. It is the highest rated product in its category with leading AI capabilities that allow marketers to predict campaign outcomes and optimize spend for targeted objectives, such as brand lift or return on investment. Since its founding in 2014, StackAdapt has grown rapidly and profitably into one of the most successful technology startups in Canadian history, demonstrating the company’s capital efficiency and the team’s ability to execute. Led by co-founders Vitaly Pecherskiy and Yang Han, the StackAdapt team is driven and focused on becoming a world-leading marketing technology platform. Intrepid is thrilled to partner with them to achieve this vision.

Announcing the Latest Episode of the Derby Mill Podcast: Exploring DeepSeek AI Our latest podcast episode dives into a major development shaking the AI world—DeepSeek AI, a Chinese tech start-up that’s created an ultra-efficient chatbot using reinforcement learning and innovative techniques. Unlike OpenAI's ChatGPT or Anthropic's Claude, DeepSeek AI's model is cheaper to build, uses fewer chips, and consumes dramatically less power. To explore the implications, Intrepid Growth Partners gathered our expert hosts: Richard Sutton: Pioneer of Reinforcement Learning, Professor at the University of Alberta Sendhil Mullainathan: MacArthur Genius Grant Recipient, Professor at Massachusetts Institute of Technology Niamh Gavin: Applied AI Scientist, CEO of Emergent Platforms Mark Shulgan: Show Host, Intrepid Growth Partners Partner and Co-founder We are also joined by special guest Kevin Bryan, economist and co-founder of AI start-up All Day TA. Together, they cover key questions, including: 🏅 How can DeepSeek achieve comparable performance to OpenAI with a fraction of the resources? 🧧 What economic effects could result from DeepSeek's open-source strategy? 🏗️ What are the implications for builders and investors as the cost of building and running large AI models falls dramatically? Listen now to hear how DeepSeek could reshape AI development, investment strategies, and more: 🎙️ Podcast Website: https://lnkd.in/gXuNntue 📽️ YouTube: https://lnkd.in/gY_AGuGb 📱 Apple Podcasts: https://lnkd.in/g_vHz3hP 🎶 Spotify: https://lnkd.in/gp_YVxF8 Join us to explore how innovations in AI continue to shift the economic and technological landscape. #AI #Podcast #ReinforcementLearning #DeepSeek #OpenSourceAI #Innovation #IntrepidGrowthPartners

Introducing Intrepid Growth Partners’ Podcast: the Derby Mill Series We’re excited to release the premiere episode of our new podcast series, where thought leaders and entrepreneurs explore what’s possible at the frontier of AI and productivity. Episode 1: Factories In this episode, Rae Jeong, CEO of Maneva, joins our expert hosts to discuss how AI and robotics are transforming manufacturing. Maneva’s mission is bold: to make factories fully autonomous—run, maintained, and improved entirely by machine learning algorithms and robotics. Our panel of hosts includes: Ajay Agrawal: Co-founder and Partner, Intrepid Growth Partners Richard Sutton: Pioneer of Reinforcement Learning, Professor at the University of Alberta Sendhil Mullainathan: MacArthur Genius Grant Recipient, Professor at Massachusetts Institute of Technology Niamh Gavin: Applied AI Scientist, CEO of Emergent Platforms Together, they explore why the next stage of innovation demands a deeper focus on exploration through reinforcement learning. As Rae Jeong explains, “The ambition that we have… is to leverage some of the work that Rich Sutton pioneered in reinforcement learning,” envisioning a world where the cost of production is simply the cost of energy. Catch the full episode and learn more about the cutting edge of AI innovation: 🎙️ Podcast Website: https://lnkd.in/gtGt4eH8 📽️ YouTube: https://lnkd.in/gfxma_zk 📱 Apple Podcasts: https://lnkd.in/ggN9Ggri 🎶 Spotify: https://lnkd.in/guHgVTk5 This is just the beginning. Follow along as we explore how AI is redefining industries and pushing the productivity frontier. #AI #Podcast #ReinforcementLearning #AutonomousFactories #Innovation #IntrepidGrowthPartners

Looking forward to launching our first full length episode soon. Stay tuned!

Intrepid Growth Partners is excited to release the official sizzle reel for our new podcast, The Derby Mill Series: Intrepid Pioneers of the Next Economy.    In each episode, Intrepid Senior Advisors Richard Sutton (pioneer of reinforcement learning), Sendhil Mullainathan (MacArthur Genius recipient) and Niamh Gavin (Applied AI scientist) join Intrepid co-founder and partner Ajay Agrawal. The four hosts connect with entrepreneurs at the forefront of deploying machine intelligence for brainstorming sessions about where the technology will go—at the limit. Be sure to catch every episode by following or subscribing: https://lnkd.in/gcuuireE #artificialintelligence #AI #machinelearning #reinforcementlearning #richsutton #sendhilmullainathan #niamhgavin #ajayagrawal #intrepidgrowthpartners

We are honored that Intrepid Growth Partners is included among Buyouts Ten Emerging Managers to Watch in 2024.