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.
Sramana Mitra: I think proprietary domain knowledge is going to be the driving factor, and you’re focusing on something where the underpinning of your investment thesis is proprietary domain knowledge. You cannot do this without proprietary domain knowledge.
Sramana Mitra: So, you said you were looking for three things. Number one is the founder and really the founder-problem fit. What are the other two things that you’re looking for?
Sramana Mitra: You are investing in risk and data-driven risk products. This domain requires people who are working in some domain-specific use cases around all that. Otherwise, you don’t really have insights into the problems to solve, right?
Sramana Mitra: Okay. And what is the investment thesis of Overlook Ventures?
Amir Kabir, Founding Partner at Overlook Ventures, discusses his new firm’s investment Thesis around Risk. In addition, we had a great discussion on what younger aspiring entrepreneurs should do: jump into entrepreneurship right away, or learn a domain in a job.
Jean-Philippe ‘JP’ Persico, Cofounder and Managing Partner at shuckerVC, discusses his firm’s investment thesis.
Lisa Chai, Co-founder and General Partner at Interwoven Ventures, discusses her firm’s investment thesis.