1Mby1M Virtual Accelerator AI Investor Forum: With Ashmeet Sidana, Chief Engineer at Engineering Capital (Part 1)

Ashmeet Sidana, Chief Engineer at Engineering Capital, talks about his AI investment thesis. It’s a wonderful discussion that not only entrepreneurs should listen to, but investors should also listen in to calibrate their own investment thesis.

645th 1Mby1M Entrepreneurship Podcast with Ashmeet Sidana, Engineering Capital

Ashmeet Sidana, Chief Engineer at Engineering Capital, talks about his AI investment thesis. It’s a wonderful discussion that not only entrepreneurs should listen to, but investors should also listen in to calibrate their own investment thesis.

Roundtable Recap: July 11 – AI Investment Thesis Discussion with Ashmeet Sidana, Engineering Capital

During this week’s roundtable, we had as our guest Ashmeet Sidana, Chief Engineer at Engineering Capital. It’s a wonderful discussion that not only entrepreneurs should listen to. Investors must also listen to it to calibrate their own investment thesis. You can listen to the recording of this roundtable here:

1Mby1M Virtual Accelerator Investor Forum: With Ashmeet Sidana, Chief Engineer at Engineering Capital (Part 6)

Sramana Mitra: Talk about areas in which you are looking for companies. Ashmeet Sidana: There are two recent trends that I have observed and have started talking about. One builds on an old trend that data is the new oil. This is where data is an important commodity that drives businesses like Google, Twitter, and

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1Mby1M Virtual Accelerator Investor Forum: With Ashmeet Sidana, Chief Engineer at Engineering Capital (Part 5)

Sramana Mitra: A few weeks ago, I talked with an old friend of mine who I’ve known for 20 years. His name is Murli Thirumale. He’s done several startups in the storage space. He built Portworx and sold it to Pure Storage. Pure storage is like an old storage company that was a hardware company

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1Mby1M Virtual Accelerator Investor Forum: With Ashmeet Sidana, Chief Engineer at Engineering Capital (Part 4)

Sramana Mitra: The motivation for the infrastructure layer, whether it’s storage, security, or networking, is not very different. Timeline-wise, it’s behind. Let’s play out the argument with me for a second. For an application layer SaaS company that has achieved $200 million ARR by selling one product, there are a lot of companies in the

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1Mby1M Virtual Accelerator Investor Forum: With Ashmeet Sidana, Chief Engineer at Engineering Capital (Part 3)

Sramana Mitra: I would say that the platform and the service world right now is under the assumption that most of the infrastructure layers and innovations are already in there. Domain knowledge for a particular functional layer is where the innovation is happening whether it’s Shopify for eCommerce, Atlassian in the enterprise collaboration space, or

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1Mby1M Virtual Accelerator Investor Forum: With Ashmeet Sidana, Chief Engineer at Engineering Capital (Part 2)

Sramana Mitra: How do you look at teams for something like this? Is it somebody coming out of a domain with deep insights into solving the problem where they haven’t written the product, but they have enough domain knowledge to signal to you and the investors that they know what they are talking about? Ashmeet

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