YouSaid · the spoken record

Songyee Yoon

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53
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2026-04-03
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2026-04-03
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  1. I mean, I think the patience, so I mean, it's also the power of compounding is not just in finance, but also in human capital and our understanding of technology and also the relations too. It seems very slow today, but if you are persistent and for 20 years, I think that what you can achieve is really tremendous.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  2. I mean, I think what I would like to remind them is don't try to find the kind of follow-up. Really have to stick to what you are, I mean, it sounds like a cliche, but like what you're passionate about. I mean, you remember in the 70s the most popular major to go in was, what was that? It was like kind of material science and then like chemical engineering and then like electric engineering and computer science like just to see that those those the popularity of those major kind of plummeting like we have witnesses like so many of those cases so it doesn't really I don't think it serves well to find what try to kind of follow that that kind of fashion or trend we really have to be

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  3. I mean, I think it. His just graduating today, I mean, I think it's a One thing that's not going to change is it's going to be very bumpy and it's going to be like disruptive and the world they're going to be.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  4. So, I mean, I listened to music through Spotify a lot. My son is a big fan of Taylor Swift. I have to listen to Taylor Swift when I'm in a car, like driving a lot. Also, I watch K-Drama on Netflix

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  5. Oh, so I read a lot of books, but I think I kind of read many books of the type that I read many books that kind of simultaneously, like one chapter here, and then I go jump to another book. But the book they recommend to everyone these days are two books. One is the Empire of AI and the other is Power and Progress. And I think those books kind of help us understand the dynamics of what's happening and what we need to think about as a society.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  6. I would say, I mean, I think I was fortunate enough to have a lot of mentors when I was a student, but one person that stand out is Dominic Barton, who was the global managing partner at McKinsey when I first started out as an associate of McKinsey. His office was right next to mine. So he was literally my mentor and I think I learned a lot from him as a leader and as a mentor. And I think still today I reach out to him if I have to make a tough decision and I think he has been always very generous with his time. So I really appreciate

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  7. That means all this kind of the models and structures can change significantly, can evolve over time, and nothing cannot be seen as Kind of engraved in a stone. So with that, I think that a lot of the investment decisions Has to be reflecting the fact that it kind of has to remain like a nimble and flexible because we should be able to adjust to when those changes and new breakthroughs come around.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  8. I think that the saying that says we are very at the very early iming. Means a lot. I hear someone even saying that we are still in the car getting to the stadium. We are not even in the first inning.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  9. That type of the world, whether these companies and founders can test a pressure test to sustain. And I think that's how I see when I evaluate the companies, I was going to sustain those kind of policy changes.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  10. is kind of peer-reviewed the tradition of the peer review and the open forum has really propelled us to where we are today and it's going to continue and I think the collaboration and openness will better serve our end customers for transparency is important. And I think with all of those beliefs, I mean, I think we don't have the crystal ball to say like what the policy framework is going to be like, what is the kind of geopolitical tension it's going to be like in the next one or two years? But we have the belief that human kind of our collective work will converge in a direction that serves our humanity in a positive direction. And I think that's kind of where I'd like to see that ultimately that's going to be implemented and incorporated under

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  11. Yeah, I think that's a really great question. And I think that more than ever understanding how the regulatory body thinks and the policy is going to evolve over time is important at making these decisions, especially in the venture space. We are making a bet. We're making investment that should last over a decade, right? I think it comes from the kind of the belief and understanding that the innovation and the research is really kind of very precious for all of us as a humanity. Kind of

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  12. I think it depends depending on what they're building. I think the set of questions that I ask when they're building more of the infrastructure technology versus business applications are different, but especially when they're building business applications or vortical applications, I always try to ask what is the real value that is going to bring in the users. We are not investing in companies that are building amazing kind of tech demonstrations and features or trying to find the companies who are build a kind of solving real world business problems and do it in a way that's sustainable and more efficient and using other type of technology.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  13. Exactly. So, really the build out of Online games. Right, exactly. I think that's why I'm really excited about AI native generations and creativity, what they're going to build on top of this. So I think there will be new type of businesses that we don't.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  14. type of railroad that can come along online that will allow faster and more kind of more comfortable ride experience. And once there is a railroad, I think there was an interesting business that emerged, like for example, like mail order or like people, it's really hard to make a connection, but that type of new businesses was made possible because railroad was in place. But I don't think it was the kind of first thing that came in mind where kind of rolling out the railroad as a kind of across different states.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  15. So there are, I think, there are a lot of things happening. One is that one interesting thing about this technology is that while it has been Many people's expectations about what it can do. However, I think there is a lot more innovation that's coming along because in terms of this architecture design and fundamental design of the framework, there is a lot more innovation coming along. So we're not done with what is the most efficient railroad design. I think there could be.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  16. 'Cause a biggest breakthrough that allowed us to come here was actually the scale. So it's not just new algorithm. It's not new software, kind of new way of doing things, but it was a scale. Let's do it like kind of pouring a lot of resources to make it really big. And that's where we saw the tremendous jump jump in terms of the capability of AI. With that, I think that kind of rolling out that as an infrastructure has been the focus of the last two, three years on this exciting new railroad that's built up, I think there will be interesting new businesses that will emerge out of it. So yes, I think we are very early in terms of kind of fully appreciating what's possible on top of this.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  17. Because it was doing so well in terms of refrasing what we were asking and kind of giving them comfort when you were asking about very personal questions. And they say, oh, we don't need a psychotherapist anymore because it's doing good enough. And I think since then, there was a lot of kind of AI winters and summers ups and downs and I think there's a lot of hype. In terms of comparing where we are in terms of the kind of platform shift, and I think we are... What's surprising to many people about this time and woman is that the AI shift is closer to the introduction of the railroad than the introduction of the PC or internet.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  18. That sounds very familiar. Right. Telephone or? Eliza was it was very early incarnation of Chetbot. And I think there was even a newspaper headline at the end of psychotherapist.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  19. And you don't need an agent, you just need some kind of good data analytics. So I think there are many ways that we try to understand how businesses are operating and see their kind of full potential and their strategy.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  20. That's a good question. I think I have unfair advantage by working in a gaming company. And I think gaming company actually gave me experience in gaming industry. Is like having a lanced a future, right? Because a lot of the technology and innovation happens in gaming forest and it gives us kind of sense of like is this type of technology adoptable and will the consumers accept this type of application? So like in terms of application and platform, I think that that's really a interesting guiding North Star for me. And then in addition to that, I think that companies are fully AI native are built around that tech stag, whereas if you are trying to sprinkling AI, I think you kind of ask questions like, can you do the same thing without AI? Why do you need it? Why is it indispensable? I think there are kind of the businesses and business operations that they're using, for example, like Asian technology. But a lot of the

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  21. Who are going to lead all these departments are going to be different in terms of the use of technology and their vision and solving the problems that's relevant in the AI native era are the companies that are really excite us and then those are the companies that we're focused on investing in.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  22. So we started to back AI native companies. And I think when we first talked about AI native companies, that was not a very common phrase. People ask me, like, what do you mean by AI native companies? And I had to explain what it meant. And I think these days, I think it's more widely used term. And we would like to back companies who are fully embracing the technology of today and tomorrow led by founders who understand the technology and limitations of it and able to come up with org design that reflect the importance of this. So I think that in terms of the size of the department, I think it will be very different from companies built upon last generation technology tech stack. And I think a type of leaders and talent

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  23. To data, the data understanding customers and consumers and the business and build a technology, unique technology on top of that. So we also are investing companies that are building this data flywheel that over time building very defensible mode.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  24. Of focusing on certain features that will provide certain experiences to the users. And I think the founders got what was important. And I think their capabilities and talent was singularly focused on making that technology push. So I really liked what they were doing. And that's one of the reasons I ended up investing in Sesame as a company. But I think there are other type of companies as well that we are excited about in this kind of like sending on this kind of shifting grounds. And I think those are the companies who are in a position of building this data flywheel because one of the non-deniable characteristics of the companies that will be durable in this environment are the ones who have appropriate

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  25. I mean, I think it's a really tricky time to make an investment because, I mean, as we say, I think there is a lot of kind of excitement about this technology. There is a kind of the rushing mentality. So I try to invest in companies that's going to be durable in the coming decades. So I really like companies that are building infrastructure, technology that has multi-purpose as this platform and technology evolves. So I think together and Cartesia are both of them have a great founders, have a vision of building infrastructure and a foundational technology that's going to be used in many different AI platform companies that are going to be building. And I think Sesame was an interesting case because it's building the voice applications that I know from my gaming experience as the importance of it and importance of

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  26. We work with a strategic investors LP, then I think there is a certain I think the objective is different depending. I mean, as a GP, we work for our LPs and the kind of who is providing the capital and what is objective with the foreign. And I think those are very different. So at the PVP, I think we focus more on type of investors who would like to be at the forefront of the innovation and capture the value being created regardless of the kind of the area. It doesn't have to be confined in entertainment and consumer space. We were able to kind of look more broadly.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  27. I mean, I think it's a lot of people recognize that this is one of the greatest platform shifts in our lifetime, and there's a lot of excitement But as many people say, I mean, the camp of seeing it as a kind of, we are at the very early inning of how it's going to fully pan out. We don't even know what's going to, what is coming in the next three to five years. And really excited to see all this kind of the use case and application of technology fully using based on the creativity of this AI native generation. And I think the people who think with AI as part of their tool and at their fingertip will come up with the different ideas and kind of apply their creativity. And I think that's what I'm really excited about.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  28. I think we have like so many other problems to solve that AI cannot address. For example, I think there are very old problem of politics is how we are going to redistribute the resources. What is our societal priority in enhancing the agency of everyone and kind of helping them to achieve their full potential? I think those are the things that we don't have a good solution for while AI can take care of some of the things of a well-defined workforce, providing that expertise to make it more efficient way will have time to work on other problems to progress humanity forward. And I think that we have prepared to accept new type of roles and new type of professions that will exist enabled by this technology advancement.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  29. I mean, I think that's a very interesting because I think there are some of the industries and professions that will become much more productive and probably need a lot less proficient to solve certain well-defined problems. But that doesn't mean that humanity as a society is left with no problem to solve.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  30. I mean, I think what I would like to say is that we have to educate and prepare our students to thrive in the world where AI is more, it's going to be more prevalent. AI is not but the solution to that is not just AI. It's many different kind of it could be. Redesigning the curriculum. It could be redesigning the kind of school system, the kind of thinking about how we evaluate their achievement and how to retrain our teachers. AI could be a tool for doing that, but it's not the solution for everything. So I think there is a huge difference there.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  31. I think if you think about education, our education has been over the last. Couple of hundred years, it has been optimized for delivering knowledge. And I think we are witnessing that the knowledge delivery and memorization is rapidly being commoditized. And is that what students have to spend all their time sitting in a classroom to kind of polish? I think it's what our next generation needs is more of the creativity and the problem solving skills. And we have to think about if we can redesign the classroom to really enhance those skills instead of helping them acquire more knowledge.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  32. Right, exactly. But also, if you think about gaming is not just one thing, there are like sandbox games. There are like a building game. Story-based games. different type of games that you can choose from. So depending on your preference and what you find the most engagement, you can choose different games.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  33. That's a very good question. I think it's a There are many aspects to your question. One is about what is a gaming for today. And I think the reason why there's so much opportunity to play game and kind of as a novelty is because computer happens to be the most sophisticated and advanced device that we have today. I think we're still trying to figure out what is kind of its limitations and what it can do and kind of in all with the kind of experience it can provide. So I think there are a lot of online digital games out there and the kind of the size of the catalog makes kids and who are trying to go through what kind of play options are there end up choosing a game or two from that. So they have agency they can

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  34. Years ago, but it was okay in gaming because the gaming is a very low risk environment. And at the same time, gamers are inherently early adopters. They want to try out new technology. So I think it's a combination of those things make it possible and almost inevitable for gaming companies to try new technologies. So not just the AI, but Kubernetes discussions or cloud or even a free-to-play.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  35. Then you kind of turn that into utility. I think gaming has been playing that role very diligently over the last couple of decades. For example, if you look at some type of technology that has been when it was fully tested and baked out, gaming has been always a platform that was brave enough to incorporate in our offering and have our players kind of try out. For example, we had a VP of AI since the early 2000s. AI technology has been not mature enough to kind of apply to applications like a driverless cars.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  36. Right. I mean, I think it's, as you just mentioned, I think we have a tendency of... Not appreciating the role of the play in our everyday life. My motor is like we don't leave to work, we live to play, like we live to explore when you have extra time, are you gonna do like one more line of work or gonna play? I think it's a play is our kind of natural tendency or homo ludance as opposed to homo, I mean, I think in addition to being a homo sapiens. So I think a play is a very important and I think it's not only about like we're not only talking about computer games, but in general I think play has played a very significant role in human evolution whenever there is a new artifact that was introduced in our culture, we start with the playing with it. We create, we kind of figure out how to kind of make a play out of it, how to kind of create something out of it and when we have a good understanding of the material and kind of you

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  37. I think that's a really good question. I think it's if you look at today, I mean, I think a lot of the jobs like YouTubers, a podcast, these are the type of jobs that didn't exist 10 years ago. I don't know what other jobs are going to be created in the world where the things that needed 100 people attention can be done with a fraction of those people. There could be other type of job, other type of roles, but I think that's an evolution that we'll have to see how it roll out. Then I can't kind of predicting exactly what type of jobs we're going to exist in 10 years from now.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  38. Yeah, I think it's a really fascinating. I think a lot of the coating is done using a tools like a clot and it certainly makes it more efficient and like productive, which means that we need a lot less people in the loop to do the job in certain areas such as like Implemented in providing them the kind of engaging experience for gamers.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  39. Redesign and come up with a new type of AI native companies. So I see like an AI native entertainment firm, they're rethinking about what do you mean by new type of entertainment, new type of engagement that's different from polishing and like making higher fidelity graphics in games, but a completely new form of entertainment using fully embracing the technology that we have today.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  40. You may think it's like fifteen years ago, and I think it's back then. I think technology was not ready to fully redesign the game development workflow, but I think back then it was more of augmenting the existing process. So, for example, we did things like the marketing and term prediction more efficiently. We had NLP that's designed for gamers specialized for gamer language. We had augmenting animation tool that helps animators to animate not just bipedal creatures, but like four-legged monsters in a way that's as efficient as you're doing bipedal creatures, etc. So I think it's a more focused on augmenting existing process back then, but I think it's technology has advanced and matured today that I think that there are more opportunities to kind of complete.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  41. And the other is complete redesign of the workflow. And I think that's kind of, we are very early stage of witnessing that. But I think that will be a more interesting area to look for and could be more tremendous transformation and the value created from such effort.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  42. In making and kind of making that adoption of the technology, there are two ways to think about it. One is adopting the technology without really changing the current work process, right? So you can, for example, there are a lot of talk about co-pilot or like augmenting what we do, make it faster, like a search. And if those things are necessarily changing our current established workflow, but you are fully embracing what the technology can do to make you more productive and efficient. So that's the kind of one way of applying it. And I think there will be some amount of the ROI that will be realized from such approaches.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  43. What people are pointing to is that area that there is some kind of bubble built up. But on the other hand, if we talk about application of the technology, if you find the application and real business problems that you can apply this technology to solve to be more efficient or bring out some insights that humans were not able to do it and I think there is a great area to apply the technology and I think there are so many of them out there so that's why we are so excited about the development technology and the prospect of it going forward.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  44. I mean, I think we talk a lot about hype cycle and kind of bubble being built up in this kind of AI era. But I think it's not. Unheard of in every platform shift there was overcapacity built, not just in AI infrastructure, but it happened with internet, like Fiverr Optics. You remember a railroad, telegram, wherever you go. So there is always a kind of excess capacity that's built. And I think that's when people...

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  45. Exactly What can we do to keep them in and paying monthly fees? Right, right, exactly. Yeah. So even with a very clear data and the case presented, it was not an easy task to get everyone's buy-in. But I think it gradually just the reason I kind of mentioned that tangible example was a small, very tangible area that we can apply to technology. And once you show the success, I think there is a gradually one by one, we're able to adopt, integrate that into our business process to end up having a large AI lab that does all of those things in a more centralized way.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  46. Business process modeling. So, when I suggested things like, oh, like let's do a small thing like charn prediction of because you can see the customer player behavior within the game and see how much they're engaged and you can predict if that player is about to turn out or continue with a game.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  47. Yeah, I mean, that's a really great question. I mean, I think it's learned to be persistent and resilient and patient in both places I was criticized for suggesting something that was not the norm at the time. So for example, when I was at NCSoft, one of the things that it was very obvious to me was it was full of data in gaming the businesses and offered in a digitized form. You have transaction data, you have a behavior data of the gamers and everything. So it was possible to do a lot of things in a data-driven way, which is very kind of that today, a lot of the companies are doing it, but back then it was not very common to have understanding in both gaming business and as well as kind of AI and kind of data driven businesses.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  48. Right, right, yeah, that's right. So as telcos are one of the big CapEx investors in making that transition, and we're thinking about how we can do the content delivery in the most personalized content delivery was one of the challenges. That requires artificial intelligence and like a data driven delivery system. So I thought that was an interesting challenge to take on. So I moved to SK Te Telecom to lead that effort.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  49. Telecommunication is all about voice communication. In 3G, what was promised was the data transmission, including videos and images and high fidelity audios.

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source

  50. Yeah, so I mean, I think after my PhD, I wanted to go into the, instead of staying in academia, I wanted to go into the business world and going to McKinsey was the kind of best way to transition from being a PhD student to Go into the real world. So it was a really fascinating experience for me, very fast-paced, able to work with big conglomerates and the leaders of the businesses in the areas of strategy and corporate finance, etc. And SK was one of the forum's clients. And I don't want to date myself. It was a time that everyone was rushing into 3G rollout, if you remember. Oh, sure. It was an interesting transition just like we see today because in 2G,

    2026-04-03 · Masters in Business · Investing for the AI Shift: Masters in Business with Songyee Yoon · IDENTIFIED FROM THE TRANSCRIPT · source