박형수 at Stone Bridge Ventures argues that the next big shift in AI will move from language models toward structured-data models, since most real business decisions run on tables and numbers rather than text. He's known as the named lead investor pushing this thesis, focusing on AI that improves enterprise decision-making rather than consumer trends.
About their Fund
Stone Bridge Ventures
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Stone Bridge Ventures was built by solo founder Jake Seid, who ran a small pre-seed fund and put together custom deal-by-deal syndicates for each company instead of using a typical blind-pool VC structure, focusing on B2B SaaS and B2B marketplace founders. As the fund's sole founder, Seid backed 12 companies that went on to become unicorns and stays closely involved with founders through scale and exit rather than stepping back after writing a check.
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