1Mby1M AI Investor Forum: David Hornik, Lobby Capital (Part 4)

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.

1Mby1M AI Investor Forum: David Hornik, Lobby Capital (Part 3)

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,

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1Mby1M AI Investor Forum: David Hornik, Lobby Capital (Part 2)

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.

1Mby1M AI Investor Forum: David Hornik, Lobby Capital (Part 1)

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.