Masters in Business Investing for the AI Shift: Masters in Business with Songyee Yoon
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Apr 3, 2026 
Songyee Yoon, founder of Principal Venture Partners and former NCSoft exec with a computational neuroscience background, discusses how to spot true AI-native companies. She breaks down durability, defensibility, and when AI augments versus redesigns workflows. She explains gaming as an accelerator for AI, why infrastructure and data flywheels matter, and what questions separate real AI builders from hype.
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AI Boosts Coding Efficiency But Not Deep Design
- AI coding tools greatly increase developer productivity but don't fully replace humans for architecture, schema design, and creative implementation.
- Tasks like error detection and routine coding shrink headcount needs while deep design work remains human-led.
Gaming Is A Testbed For New Technology
- Gaming acts as an early adoption platform for emerging tech because it tolerates risk and has early-adopter users.
- Innovations like freemium models, cloud, and AI were trialed in games before broader industry adoption.
Shift Education From Memorization To Creativity
- Prepare students to leverage human capabilities like creativity and problem solving rather than memorize facts, since knowledge delivery is being commoditized by AI.
- Redesign curricula, assessments, and teacher training to emphasize these uniquely human skills.
