"Contrary to a lot of people's beliefs, I do believe that financial gain and strategic benefits - they go hand in hand." - Dong-Su Kim
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Host Vineet Gupta sits down with Dong-Su Kim, CEO of LG Technology Ventures, to discuss corporate venture capital and emerging tech investments. Kim stresses that corporate VCs must deliver financial returns as well as strategic value, pushing back against the view that strategy comes at the expense of profitability. He highlights opportunities in enterprise AI for verticals, semiconductor infrastructure for AI, and the electrification wave beyond EVs. He also cautions against hype in consumer AI and LLMs, predicting consolidation ahead.
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Dong-Su Kim leads LG Technology Ventures, managing nearly $900M across AI, biotech, cleantech, consumer, and enterprise tech. A Caltech physics graduate with a PhD in electrical engineering from Princeton, Kim has over 20 years in venture capital. He previously invested in 30+ companies at Samsung Ventures before founding LG Technology Ventures in 2018, bringing a rare blend of strategic and financial discipline to corporate VC.
Discussion Points
- Kim shares his journey from physics and semiconductor research to corporate venture capital
- Corporate VC eases fundraising and opens strategic partnerships while targeting solid returns
- Early-stage semiconductor bets hinge on market size and execution, with AI valuations both promising and risky
- Enterprise AI in verticals offers stronger upside than consumer apps, as LLM cost drops enable specialized solutions
- Electrification beyond EVs鈥攕panning homes, industry, and infrastructure鈥攑resents the next big wave of opportunities
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Links
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Hosts
Vineet Gupta
President & Head of Semiconductor, Ayna
