1Mby1M AI Investor Forum: Piyush Kharbanda, General Partner at Vertex Ventures (Part 2)

Sramana Mitra: When you say you write the Series A checks, what are you looking for in the ventures that you’re willing to come in at the Series A? Let’s start with your specialty, which is worldwide B2B SaaS.

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

Piyush Kharbanda, General Partner at Vertex Ventures, discusses his firm’s AI investment thesis.

1Mby1M AI Investor Forum: Shripati Acharya, Managing Partner at Priven Advisors (Part 1)

Shripati Acharya, Managing Partner at Priven Advisors, discusses his firm’s AI Investment Thesis. We have a very strategic discussion on SaaS, Marketplaces and Agentic AI.

1Mby1M AI Investor Forum: David Hornik, Lobby Capital (Part 7)

Sramana Mitra: So Dave, last question before we go to the pitches. What have you invested in along these lines that you’re really excited about and that you are okay with talking about? David Hornik: There are a couple. We have invested in a company called Stack AI. These agents are going to allow for

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1Mby1M AI Investor Forum: David Hornik, Lobby Capital (Part 6)

Sramana Mitra: Yes. With your venture capitalist hat on, I will also present another angle to how to think about this; partly because of the audience that we cater to, which includes these small entrepreneurs who are not necessarily thinking about venture capital.

1Mby1M AI Investor Forum: David Hornik, Lobby Capital (Part 5)

Sramana Mitra: I was also thinking about agentic AI in comparison to two massive trends that we have gone through – e-commerce and Software as a Service (SaaS).

1Mby1M AI Investor Forum: David Hornik, Lobby Capital (Part 4)

Sramana Mitra: Let’s switch our discussion to agents. I’ve been excited about agents for a very long time, and it’s great that it’s finally happening.

1Mby1M AI Investor Forum: David Hornik, Lobby Capital (Part 3)

Sramana Mitra: Okay. Let me push you on that a little bit. This is great, by the way. This is exactly what I want our audience to go through. So, let’s take the example of AI enabled drug discovery. It’s one of the most promising areas in my view. It’s what excites me the most,

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