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
Sramana Mitra: I think what you’re saying is, the entrepreneur team’s domain knowledge is really what you’re putting the premium on to build something that is intense in workflow or domain-related value add. The AI is an enabler of that value add but not the critical piece. The AI technology itself is not the big
Shripati Acharya, Managing Partner at Priven Advisors, discusses his firm’s AI Investment Thesis. We have a very strategic discussion on SaaS, Marketplaces and Agentic AI.
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,