
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 at a breakneck pace.
So, my first question is, where is your head vis-a-vis AI? How are you parsing all the happenings of the world? How are you framing your investment thesis and so on?
>>>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.
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Anji has bootstrapped CriticalRiver to $50M in revenue and is introducing AI into his services business model. We expect to see a lot of this happening all over the tech services ecosystem. AI Services is going to become a massively valuable category.
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Entrepreneur, Angel Investor, and Board Member Raju Reddy discusses his AI investment thesis.
>>>IT Services is going through a profound shift. Huge opportunity for more companies like Palantir to be built. This discussion parses the nuances of building such ventures. Needless to say, VC money is now going to flood into this model.
>>>Anupam Rastogi, Managing Partner at Emergent Ventures, discusses his firm’s AI investment thesis.
Podcast: Play in new window | Download
Subscribe: Apple Podcasts | TuneIn | RSS
Entrepreneur, Angel Investor, and Board Member Raju Reddy discusses his AI investment thesis.
Podcast: Play in new window | Download
Subscribe: Apple Podcasts | TuneIn | RSS

Gus Tai, Investor, Board Member and Retired General Partner at Trinity Ventures, discusses AI in Healthcare startups. Fascinating, comprehensive discussion with concrete pointers.
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