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: So, what else are you looking at or investing in that are interesting case studies that we should discuss here that will trigger ideas and insights for the audience?
Sramana Mitra: So, when you look at these companies that you have invested in and are looking at your deal flow, could you summarize a bit of what you would like to see?
Anupam Rastogi, Managing Partner at Emergent Ventures, discusses his firm’s AI investment thesis. Welcome to the program, and let’s talk about what you are up to with Emergent Ventures and AI. We started with this watershed moment of generative AI coming into the picture in 2023 and now almost two years hence, AI has moved
Sramana Mitra: The other really interesting area that I find very promising is that there are a lot of services companies out there and there’s so much AI technology right now to make services efficient. You almost can productize your services. If you have a hundred clients that you’re providing services to, you should be
Sramana Mitra: You know, we’ve had several discussions on AI-enabled drug discovery in, towards the end of last year. We have covered AI-enabled drug discovery on our blog quite extensively. It’s an area that I think is super exciting and super promising. Now, the conclusion that was coming out of those discussions was that drug
Sramana Mitra: Software development is getting hugely streamlined, right? The co-pilots are becoming extremely effective. So, you don’t need as many people on the software services side as well. There are a lot of co-pilot products that are getting sold into that business. So, there’s a whole market emerging out of efficiency in the software