1Mby1M Virtual Accelerator AI Investor Forum: JP Persico, shuckerVC (Part 3)

Sramana Mitra: Let’s do one more example of what you’ve invested in.

1Mby1M Virtual Accelerator AI Investor Forum: JP Persico, shuckerVC (Part 1)

Jean-Philippe ‘JP’ Persico, Cofounder and Managing Partner at shuckerVC, discusses his firm’s investment thesis.

1Mby1M Virtual Accelerator AI Investor Forum: Marina and Nick Davidov, DVC (Part 5)

Sramana Mitra: Last question—when you write a pre-seed check, what do you want to see in the company? Nick Davidov: In the founder. At pre-seed, it’s often just one or two founders and maybe an idea.

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

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)

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)

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

Marina and Nick Davidov are Cofounders and Managing Partners at DVC, a firm that backs only repeat founders doing AI startups. We had a terrific conversation on cutting edge issues within the AI ecosystem.

1Mby1M Virtual Accelerator AI Investor Forum: Vinit Bhansali, Takshil Venture Partners (Part 5)

Sramana Mitra: Interesting. I’m sure you hear this in AI conversations in particular. This conversation today hasn’t been as AI-heavy as usual, but in those discussions, domain knowledge comes up a lot. People who can extract real value from enterprise AI and workflow are those with deep domain knowledge. They understand what’s happening and where

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