1Mby1M Virtual Accelerator AI Investor Forum: Yanev Suissa, SineWave Ventures (Part 5)

Sramana Mitra: My thesis on agentic AI is exactly what we discussed earlier: solving specific problems with deep domain knowledge. The production systems that are getting real traction and generating significant revenue are those solving major enterprise problems. A great case study is Autonomize. The health insurance authorization process still relies on fax machines. Autonomize

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1Mby1M Virtual Accelerator AI Investor Forum: Yanev Suissa, SineWave Ventures (Part 4)

Sramana Mitra: Yanni, you said you are investing in superintelligence. Tell me more about what you’ve invested in and your thesis on superintelligence.

1Mby1M Virtual Accelerator AI Investor Forum: Yanev Suissa, SineWave Ventures (Part 3)

Sramana Mitra: Yeah. So, Yev, I want to make a point, and I want your thoughts on it. We hear a lot from people saying, “This is just a wrapper on top of ChatGPT.” But there is a lot of domain knowledge in specific verticals that you can solve very well with a wrapper on

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1Mby1M Virtual Accelerator AI Investor Forum: Yanev Suissa, SineWave Ventures (Part 2)

Sramana Mitra: Very true. This is very true. I want to underscore that you should not raise money at the highest valuation you can, because you’re pricing yourself out of the exit market and out of further fundraising. If you don’t meet milestones that are that aggressive and far ahead of the curve, you will

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1Mby1M Virtual Accelerator AI Investor Forum: Yanev Suissa, SineWave Ventures (Part 1)

Yanev Suissa, Managing Partner and Founder at SineWave Ventures, discusses changes in Venture Capital and his firm’s investment thesis.

1Mby1M Virtual Accelerator Investor Forum: With Yanev Suissa, Managing Partner and Founder at SineWave Ventures (Part 5)

Sramana Mitra: Where are you looking right now? What verticals are underserved where you think such large opportunities exist? What kinds of verticals are you looking at? Yanev Suissa: We have a bet in the AgTech space. We’ve done a few in the health insurance space and the HealthTech space. We are increasingly looking at

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1Mby1M Virtual Accelerator Investor Forum: With Yanev Suissa, Managing Partner and Founder at SineWave Ventures (Part 4)

Yanev Suissa: We are also very comfortable going deep on the vertical side of things rather than just horizontally. You could build multi-billion dollar businesses in verticals that aren’t as familiar to the Valley sometimes like agriculture. Climate tech is one of those verticals that has emerged. Insurance is one a lot of people talk

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1Mby1M Virtual Accelerator Investor Forum: With Yanev Suissa, Managing Partner and Founder at SineWave Ventures (Part 3)

Sramana Mitra: India has been incredibly productive. Europe has started producing interesting companies. They want global customers and they want to set up shop in the US. European firms often prefer the East Coast. Is that a model that you are okay with? Yanev Suissa: Oh yes. We’ve never been a five-minute-away firm. I grew

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