The Ayna Insights podcast features prominent leaders and influencers shaping the industrial and industrial technology sectors, discussing topics that are critical for executives, boards, and investors. Ayna Insights is brought to you by Ayna, a premier advisory and implementation firm in the industrial technology space, providing transformation and consulting services to its clients.
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The Ayna Insights podcast features prominent leaders and influencers shaping the industrial and industrial technology sectors, discussing topics that are critical for executives, boards, and investors. Ayna Insights is brought to you by Ayna, a premier advisory and implementation firm in the industrial technology space, providing transformation and consulting services to its clients.
To learn more about Ayna, please visit our website at www.ayna.ai.
The views, information, and opinions presented in this podcast are solely those of the individuals involved and do not necessarily represent those of Ayna.AI or its affiliates. This podcast should not be considered financial or investment advice. Ayna.AI or its affiliates do not verify for accuracy any of the information contained in this podcast.
Dong-Su Kim: How LG Tech Ventures Bets $900M on AI + Semis
Ayna Insights
23 minutes 21 seconds
2 months ago
Dong-Su Kim: How LG Tech Ventures Bets $900M on AI + Semis
"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
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.
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
(00:00) Kim shares his journey from physics and semiconductor research to corporate venture capital
(00:03:18) Corporate VC eases fundraising and opens strategic partnerships while targeting solid returns
(00:09:47) Early-stage semiconductor bets hinge on market size and execution, with AI valuations both promising and risky
(00:15:11) Enterprise AI in verticals offers stronger upside than consumer apps, as LLM cost drops enable specialized solutions
(00:21:13) Electrification beyond EVs—spanning homes, industry, and infrastructure—presents the next big wave of opportunities
Ayna is a premier advisory and implementation firm in the industrial technology space, leveraging a team of experienced leaders to help companies and investors drive performance improvement and value creation. The host of this episode Vineet Gupta is President and Head of Semiconductors Practice at Ayna.
For More Information
Dong-Su Kim LinkedIn
LG Technology Ventures
Titanium Economy
Ayna.AI Website
Vineet Gupta
Ayna Insights
The Ayna Insights podcast features prominent leaders and influencers shaping the industrial and industrial technology sectors, discussing topics that are critical for executives, boards, and investors. Ayna Insights is brought to you by Ayna, a premier advisory and implementation firm in the industrial technology space, providing transformation and consulting services to its clients.
To learn more about Ayna, please visit our website at www.ayna.ai.
The views, information, and opinions presented in this podcast are solely those of the individuals involved and do not necessarily represent those of Ayna.AI or its affiliates. This podcast should not be considered financial or investment advice. Ayna.AI or its affiliates do not verify for accuracy any of the information contained in this podcast.
