Maybe there's room for multiple players in this space, but I imagine the name recognition and bona fides of Andrew Ng is going to suck the air out of All Turtles.
I have a feeling that Andrew's fund is much more focused on cutting-edge AI than Phil's. If you take a look at Phil's portfolio, you see can see that the companies are probably using some form of AI but that's not the core of them. Also, in my personal experience with talking to Phil, it seems that for him the "practical AI" part is more important than what kind of tech is used. So, maybe a more consumer-focused perspective (which I like).
I can imagine that Andrew focuses more on companies that have or have the potential to have significant AI themselves. I doubt that Andrew would consider a bot that uses the Google Vision API and Dialogflow an "AI" company. If that makes sense.
PS: I do think that the latter should be considered an AI company. Just like a company using AWS to host is called web company. In fact, probably a lot of companies will be using some sort of AI api pretty soon.
Phil Libin is the ex-CEO of Evernote.
Maybe there's room for multiple players in this space, but I imagine the name recognition and bona fides of Andrew Ng is going to suck the air out of All Turtles.