Sramana Mitra: Let me ask you a question in what you’re seeing. I’m completely with you and I’ve written extensively on this topic. The opportunity in AI is in applied AI. The unfair advantage is in the hands of people who have really deep domain knowledge in a particular domain where you apply the stack
Sramana Mitra: Let me turn the question around. If somebody came to you with an idea, give us some insight into your process of how you analyze and frame the idea. We can do this for some of your investments that have turned out really well but when they came to you, that was not
Responding to a popular request, we are now sharing transcripts of our investor podcast interviews in this new series. The following interview with Greg Sands, Costanoa Ventures was recorded in December 2017. Greg Sands, Founder and Managing Director at Costanoa Ventures shares his investment focus. Sramana Mitra: Tell us about your investing focus. How big is the
Responding to a popular request, we are now sharing transcripts of our investor podcast interviews in this new series. The following interview with Dave Hornik, August Capital was recorded in December 2014. Dave Hornik, General Partner, August Capital, as some of you may know, shocked the industry years ago by being the first VC to start blogging.
Sramana Mitra: How do you see unicorn mania in Israel? As a seed investor, you could get buried under later-stage liquidation preferences. How do you protect yourself? Guy Resheff: One thing that I would say that’s markedly different is that, in absolute terms, the number of unicorns generated in Israel is significantly smaller. That has
Heidi Roizen: The point is to understand the terms and understand how they impact not only your return but the motivations of everyone else around the table. When you set up a situation where someone is going to make three times their money no matter what and they’re going to be the first money out,
Sramana Mitra: If you look at the last six months of your deal flow, could you synthesize some of the most interesting trends that you have observed? Guy Resheff: A common one is artificial intelligence. It’s everywhere. Sramana Mitra: SaaS for large markets is kind of over. Everything in SaaS right now is niche. Guy
Sramana Mitra: The sad thing is when you’re going for job interviews and negotiating job packages, the companies will not tell you all these details. Heidi Roizen: By the way, I now have to say the disclaimer. I am not currently representing DFJ or my partners. I just had an argument with somebody yesterday about