691st 1Mby1M Entrepreneurship Podcast with David Evans, Sentiero Ventures

David Evans, Managing Partner at Sentiero Ventures, discusses his firm’s AI investment thesis.

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The Accelerator Conundrum: Equity Preservation

Let’s address what is, perhaps, the single most critical advantage of a model like 1Mby1M over the traditional accelerator: equity preservation. 

In the world of startups, your equity is your wealth, your control, and your ultimate payoff. 

691st 1Mby1M Roundtable Recording

In case you missed it, you can listen to the recording of this roundtable here:

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

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

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.

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

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?

Cloud Stocks: Analysis of Zscaler’s Red Canary Acquisition

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.

Ownership Still Matters

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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