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.

Roundtable Recap: May 29 – AI Investment Thesis with Warren Packard, AI Fund

During this week’s roundtable, we had Warren Packard, Partner at AI Fund, discuss his firm’s investment thesis. Instead of founders pitching, the AI Fund operates as a Venture Studio and recruits repeat entrepreneurs with domain knowledge to build ventures based on their ideas. Revive Analytics As for our entrepreneur pitches, we first had Modi Daryani

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1Mby1M AI Investor Forum: Piyush Kharbanda, General Partner at Vertex Ventures (Part 7)

Sramana Mitra: I see. I’m going to go a little bit to a 30,000-foot level and ask you to comment on what else you’re seeing in India that we should keep in our vision, in terms of trends or developments or concerns. What’s going on?

1Mby1M AI Investor Forum: Piyush Kharbanda, General Partner at Vertex Ventures (Part 6)

Sramana Mitra: Interesting. I gave a talk recently at Kellogg about Indian startups: Past, Present, and Future. The recording will be available soon. We’ll publish it and you can take a look. One of the things I said is that India has this background in the services industry; the services industry came out of low-end

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1Mby1M AI Investor Forum: Piyush Kharbanda, General Partner at Vertex Ventures (Part 5)

Sramana Mitra: What have you invested in that has passed all these diligence tests and emerged as something that looks like it could stand on its own without getting blindsided.

1Mby1M AI Investor Forum: Piyush Kharbanda, General Partner at Vertex Ventures (Part 4)

Sramana Mitra: Deep domain knowledge is where a lot of those exit barriers come from, right?

1Mby1M AI Investor Forum: Piyush Kharbanda, General Partner at Vertex Ventures (Part 3)

Sramana Mitra: Yes. When you see these deals that are starting to find some velocity early on and coming to you with that as one of the proof points, what are you seeing? What kind of go-to-markets are you seeing that are giving them this kind of velocity? I understand that it takes fewer people

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