1Mby1M AI Investor Forum: Shripati Acharya, Managing Partner at Priven Advisors (Part 6)

Sramana Mitra: I think the distribution is going to be an interesting point, which is one of the reasons why I find the Agentforce announcement exciting. The same way that a lot of SaaS companies were able to distribute through app exchange, a lot of agent companies will be able to distribute through Agentexchange, and

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1Mby1M AI Investor Forum: Shripati Acharya, Managing Partner at Priven Advisors (Part 5)

The people who understand those enterprise systems the best are in the best position to build those agents. Is there going to be a big opportunity to build agents that are from entrepreneurs? How do you think about it?

1Mby1M AI Investor Forum: Shripati Acharya, Managing Partner at Priven Advisors (Part 4)

Sramana Mitra: Yes. In all our discussions last year on AI, human centric AI was front and center. AI is in enterprises, AI is in small businesses, but it’s either a human using AI as whether it’s a co-pilot or an assistant, whatever; but it’s the human making the decisions. It’s the human using the

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1Mby1M AI Investor Forum: Shripati Acharya, Managing Partner at Priven Advisors (Part 3)

Sramana Mitra: Interesting. My thesis also is that the defensible businesses are domain knowledge heavy in AI. The layers of abstraction to some extent are already in place, and there’s going to be more. Just to give you a feel for my framework, I look a lot at the parallel with the cloud computing infrastructure

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Building a New Age AI Services Company: Cognida CEO Feroze Mohammed (Part 7)

Sramana Mitra: Now, you raised your seed round on an IP-led hypothesis or plan.

Building a New Age AI Services Company: Cognida CEO Feroze Mohammed (Part 6)

Sramana Mitra: If you look at the P&Ls of these Infosys, WiPro, Persistence and various companies that have achieved scale in the services universe, how do the components of the P&L and the margins of these companies compare with the kind of company that you are looking to build?

Building a New Age AI Services Company: Cognida CEO Feroze Mohammed (Part 5)

Sramana Mitra: Right, you’ll learn as you go along. But there will be these three buckets, I think, even when you are a $100M or a $1B company. This is going to be the structure of your company. So the question then is, what is the distribution?

Building a New Age AI Services Company: Cognida CEO Feroze Mohammed (Part 4)

Sramana Mitra: Feroze, there are a few things that come to mind as I’m listening to you. First and foremost, you talked about delivery constraints and supply constraints in terms of the expertise that give you this moat. You haven’t talked about domain knowledge.