1Mby1M Virtual Accelerator AI Investor Forum: David Evans, Sentiero Ventures (Part 6)

Sramana Mitra: To your point about accessibility, you talked about the developed world that lacks people who can do certain things, and enabling them to do those things with AI or robots. That is one angle.

1Mby1M Virtual Accelerator AI Investor Forum: David Evans, Sentiero Ventures (Part 5)

David Evans: Most of the literature and research that I’ve read says we need to start fresh and clean. That’s part of the reason why companies like Thinking Machines have raised so much money. We can’t just take what we already have and build on top of it. If that were the case, you’d just

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1Mby1M Virtual Accelerator AI Investor Forum: David Evans, Sentiero Ventures (Part 4)

Sramana Mitra: What are you looking for? If you were to project out what excites you, what kind of trends are you monitoring that you would like to see deal flow around?

1Mby1M Virtual Accelerator AI Investor Forum: David Evans, Sentiero Ventures (Part 3)

Sramana Mitra: Tell me about your AI investment thesis. David Evans: I’m going to build on something you said in terms of how do you get sticky, how do you know what to invest in? Generally speaking, we’re looking for companies that meet two criteria. One is unilateral where AI is core to the value

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1Mby1M Virtual Accelerator AI Investor Forum: David Evans, Sentiero Ventures (Part 2)

Sramana Mitra: Not anymore. That’s what the question is. If you look at what’s happening in the market right now, there is a product that was built on Lovable, and in 48 hours it went to 3 million ARR. Obviously, they’re using some no-code tool that has enough functionality for people to want to pay.

1Mby1M Virtual Accelerator AI Investor Forum: David Evans, Sentiero Ventures (Part 1)

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

1Mby1M Virtual Accelerator AI Investor Forum: Warren Packard, AI Fund (Part 6)

Warren Packard: Since you’re pointing out that by Series C and Series D, there’s a declining ownership. Of course, there is always a declining ownership in the company, but maybe, perhaps too little remaining for a founder. One of the great things I see about AI is the ability for a founding team to build

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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?