Sramana Mitra: Yes, but I was not asking you about AI rollups. I’m asking you about this Y Combinator model of starting a full stack company from scratch.
Sramana Mitra: Interesting. There is a completely opposite trend, but it’s kind of similar. Y Combinator put out the types of companies they’re looking for a few months ago. One of the types of companies is full stack AI.
Sramana Mitra: If you were to highlight some themes that you’re seeing in the deal flow right now, what are some of the trends that you’re seeing?
Ray Wu, Managing Partner at Alumni Ventures AI Fund, discusses the fund’s investment thesis.
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
Ray Wu, Managing Partner at Alumni Ventures AI Fund, discusses the fund’s investment thesis.