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Roundtable Recap: June 26 – AI Investment Thesis with David Evans, Sentiero Ventures

Posted on Friday, Jun 27th 2025
David Evans

During this week’s roundtable, we had David Evans, Managing Partner at Sentiero Ventures, discussing his firm’s AI investment thesis.

Espotz

As for entrepreneur pitches, up first we had Parshavv Jain from Ontario, Canada, pitch espotz.

Inflahormony

Next, we had Yamini Bynagari from San Ramon, California, pitch Inflahormony.

Void

Then we had Venkat Kalyan from Brisbane, Australia, pitch Void.

We also had extensive discussion on equity versus non-equity accelerators. If this topic interests you, please follow my blog series The Accelerator Conundrum.

You can listen to the recording of this roundtable here:

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The Accelerator Conundrum: Continuity, Not Cohort

Posted on Friday, Jun 27th 2025

Having exposed the limitations of the fixed-term, location-bound accelerator “cohort,” it’s crucial to highlight another defining strength of the 1Mby1M model: its emphasis on a continuity. It fundamentally alters the quality and longevity of the guidance and support you receive.

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1Mby1M Virtual Accelerator AI Investor Forum: Warren Packard, AI Fund (Part 5)

Posted on Friday, Jun 27th 2025

Sramana Mitra: Let me point out a couple of things that I’m hearing here that are going to be really interesting for our audience. Number one is, AI is calling to question pricing in enterprise software right now in a big way, right?

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Video FAQs

Cloud Stocks: Analysis of Zscaler’s Red Canary Acquisition

Posted on Friday, Jun 27th 2025
zscaler

According to a recent report, the global cybersecurity market is projected to grow at 13% CAGR from $245.62 billion in 2024 to $500.70 billion by 2030. This surge is fueled by the increased adoption of smart devices and the widespread deployment of cloud services that require advanced security solutions. Cloud security provider Zscaler’s (NASDAQ: ZS) recent quarterly performance that outpaced market expectations. The company continues to expand its AI offerings through acquisitions.

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Ownership Still Matters

Posted on Thursday, Jun 26th 2025

Ownership matters. If you end your startup journey with a $50 million exit and own 60% of the company, you make $30 million dollars. But if you have raised a ton of money and own just 5%, you need a $600 million exit to make that same $30 million. Much harder to get to.

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691st 1Mby1M Roundtable for Entrepreneurs Starting in 30 Minutes

Posted on Thursday, Jun 26th 2025

Today’s 691st FREE online 1Mby1M Roundtable for Entrepreneurs is starting in 30 minutes, on Thursday, June 26, at 8 a.m. PDT / 11 a.m. EDT / 5 p.m. CEST / 8:30 p.m. India IST. CLICK HERE to join. PASSWORD: startup  All are welcome!

1Mby1M Virtual Accelerator AI Investor Forum: Warren Packard, AI Fund (Part 4)

Posted on Thursday, Jun 26th 2025

Sramana Mitra: Interesting. It’s actually highlighted a lot of points that you are willing to cross geographies, which I was going to ask you about anyway.

Let’s do a couple more case studies.

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The Accelerator Conundrum: The 1Mby1M Core Ethos of Sustainable Growth

Posted on Thursday, Jun 26th 2025

Let’s get to the heart of what makes the 1Mby1M model not just an alternative, but a superior pathway for most serious entrepreneurs: its unwavering commitment to bootstrapping

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