Sramana Mitra: So the real question then is, in the vintage that you are currently investing in, that’s going to start maturing in the five- to seven-year period, AI is also maturing greatly when it comes to acquisitions. It complicates the build versus buy question quite a lot, right?
Sramana Mitra: Let me ask you some of the broader trend questions and how you’re processing all this. As we discussed earlier, the market is currently in a human-in-the-loop, highly domain-specific and domain-expertise-oriented business space. The logical next step is going to be more automation, especially as agents become more active inside applications. So how
Sramana Mitra: Let’s do a couple more of your examples of what you’ve invested in. Alex Benik: Sure. At Battery, I was an investor in a company called Packet, which was a bare metal hosting provider. It was acquired by a large data center company Equinix. The founders Zac and Jacob Smith are twin brothers
Sramana Mitra: That’s refreshing to hear. Tell us what you’ve invested in. Let’s go over some case studies. Describe the situation when they came to you, what attracted you, what made you write the check, and what you saw in those deals.
Alex Benik, Partner/Founder at Encoded Ventures, discusses the fund’s investment thesis. Great discussion on how we each view the disruptions AI is causing on multiple fronts. VCs investing today have to think about the next 5-7 year window and what changes are likely to come.
Alex Benik, Partner / Founder at Encoded Ventures, discusses the fund’s investment thesis. Great discussion on how we each view the disruptions AI is causing on multiple fronts. VCs investing today have to think about the next 5-7 year window and what changes are likely to come.
In case you missed it, you can listen to the recording of this roundtable here:
During this week’s roundtable, we had Alex Benik, Partner / Founder at Encoded Ventures, discussing the fund’s investment thesis. Great discussion on how we each view the disruptions AI is causing on multiple fronts. VCs investing today have to think about the next 5-7 year window and what changes are likely to come. You can