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Roundtable Recap: November 21 – AI Investment Thesis with Krishnakumar Natarajan, Mela Ventures

Posted on Friday, Nov 22nd 2024

During this week’s roundtable, we had Krishnakumar Natarajan, Co-founder at Mela Ventures discussing his firm’s AI investment thesis.

Zukino

As for our entrepreneur pitches, up first, Ankush Banik from Bengaluru, India, pitched Zukino, a fashion personalization venture.

AlphaSheet

Then Manoj Taneja from Noida, India, pitched AlphaSheet, a data analytics venture.

ReealTech

Next, we had Saurabh Upadhyay from Gujarat, India, pitch ReealTech a real estate virtual tour venture.

MarketSquare

Last up, Sachin Sukumar from Bengaluru, India, pitched MarketSquare, a retail concept for new grocery brands.

You can listen to the recording of this roundtable here:

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1Mby1M Virtual Accelerator AI Investor Forum: With Daniel Cohen, General Partner at Viola Ventures (Part 1)

Posted on Friday, Nov 22nd 2024

Daniel Cohen, General Partner at Viola Ventures, discusses his firm’s AI Investment thesis. If you have been following this series, you know that it has yielded a lot of insights.

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Scaling to $500M in Revenue: ModMed CEO Daniel Cane (Part 7)

Posted on Thursday, Nov 21st 2024

Sramana Mitra: In a fifteen-year span, the early venture guys are trying to go to $100 million in revenue and commensurate valuation in five to seven years. So, if they want to cash out the fact that you’re staying private in 15 years, that means that there is going to be some amount of change in ownership and that’s reasonable.

Do you want to go public or do you want to stay private?

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Video FAQs

662nd 1Mby1M Entrepreneurship Podcast with Daniel Cohen, Viola Ventures

Posted on Wednesday, Nov 20th 2024

Daniel Cohen, General Partner at Viola Ventures, discusses his firm’s AI Investment thesis. If you have been following this series, you know that it has yielded a lot of insights.

Scaling to $500M in Revenue: ModMed CEO Daniel Cane (Part 6)

Posted on Wednesday, Nov 20th 2024

Sramana Mitra: That means architecturally, you’re going to put a recording and transcription agent on the iPad, this is not happening on the cloud, right?

Daniel Cane: Right. There are several reasons for this approach. First and foremost, it’s about performance and latency. By keeping everything on the device, we’re minimizing the amount of information leaving the iPad, which enhances security. The application operates transiently, generating a temporary transcript.

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Scaling to $500M in Revenue: ModMed CEO Daniel Cane (Part 5)

Posted on Tuesday, Nov 19th 2024

Sramana Mitra: Double click down for me on the AI aspect. I know you were doing AI right up front, but of course, AI has evolved. The market has evolved. Market’s receptivity to AI has evolved. AI has come of age, so to speak in the last fifteen years. Where are you with AI? What are you doing with AI? What are you seeing in the adoption of AI?

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Scaling to $500M in Revenue: ModMed CEO Daniel Cane (Part 4)

Posted on Monday, Nov 18th 2024

Sramana Mitra: What has driven the choices of which specialty to go on to next?

Daniel Cane: There are several factors we consider when entering a new specialty. The primary question is: where is there a large, underserved population of dissatisfied physicians?

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Scaling to $500M in Revenue: ModMed CEO Daniel Cane (Part 3)

Posted on Sunday, Nov 17th 2024

Sramana Mitra: I purposely actually picked to highlight the positioning points where you can differentiate it versus areas where you cannot really differentiate. The domain of billing is less of a big differentiation in ModMed. The bigger differentiation is in the specialty specific content, specialty specific workflow and specialty specific treatment, right?

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