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
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.
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).
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.
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,
Sramana Mitra: There’s one question that I want to ask you. I agree with everything you said. AI is making everything easier and cheaper to build, except perhaps marketing, because the market is going to become noisier.
David Hornik, Founding Partner at Lobby Capital, discusses his firm’s AI investment thesis. This is an excellent discussion spanning Agentic AI and Ultralight startups.
Sramana Mitra: Let’s do some examples of companies that you have invested in especially where you have brought them to your customers very early on. Max Brickman: One would be Workstream. We are one of the early investors in their seed round. It targets the HR space – hiring hourly employees. We loved Desmond the