Sramana Mitra: Okay. Let me push you on that a little bit. This is great, by the way. This is exactly what I want our audience to go through. So, let’s take the example of AI enabled drug discovery. It’s one of the most promising areas in my view. It’s what excites me the most, actually.
>>>Sramana Mitra: There’s one question that I want to ask you. I agree with everything you said. AI is making everything easier and cheaper to build, except perhaps marketing, because the market is going to become noisier.
>>>
David Hornik, Founding Partner at Lobby Capital, discusses his firm’s AI investment thesis. This is an excellent discussion spanning Agentic AI and Ultralight startups.
>>>Sramana Mitra: If you get companies at that inception stage – MVP with not really any revenue, just discussions with the market, but good precise discussion with the market, what size checks are you willing to write?
>>>
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Shripati Acharya, Managing Partner at Priven Advisors, discusses his firm’s AI Investment Thesis. We have a very strategic discussion on SaaS, Marketplaces and Agentic AI.
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During this week’s roundtable, we had Shripati Acharya Managing Partner at Priven Advisors, to discuss his firm’s AI Investment Thesis. We had a very strategic discussion on SaaS, Marketplaces and Agentic AI.
You can listen to the recording of this roundtable here: