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1Mby1M Virtual Accelerator AI Investor Forum: Marina and Nick Davidov, DVC (Part 4)

Posted on Monday, Sep 15th

Sramana Mitra: I actually have a much more interesting question to explore with you. We talked about Perplexity as a wrapper. Give me examples of other interesting wrapper companies. I think these wrapper companies are very easy to bootstrap and very desirable for people to build revenue on top of quickly. So, give me more

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1Mby1M Virtual Accelerator AI Investor Forum: Marina and Nick Davidov, DVC (Part 3)

Posted on Sunday, Sep 14th

Sramana Mitra: Let’s come back to the wrapper question. You started off by saying Perplexity is a wrapper on top of other LLMs. Nick Davidov: Yes. Perplexity is actually very lean. If you compare how much money they raised, they haven’t spent much of it. They still have the majority in the bank. That’s their

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1Mby1M Virtual Accelerator AI Investor Forum: Marina and Nick Davidov, DVC (Part 2)

Posted on Saturday, Sep 13th

Sramana Mitra: You’re not the only ones who invest only in repeat founders. Most of the venture capital industry does the same. It’s very hard for first-time founders to raise money because of that. We help a lot of first-time founders, and it’s a real challenge. Let’s go deeper into your AI investment thesis with

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