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?
>>>Sramana Mitra: What else are you looking at, thinking about, interested in investing in in terms of AI companies? What are you looking for?
Raju Reddy: For me, Sramana, pretty much all my investments have been at a very early seed stage.
>>>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 discovery platforms that are out there, like Adam Weiss, for example, are selling only to the large pharmas. So, if you’re a researcher at a university or if you’re trying to do a startup in drug discovery, you don’t really have access to the infrastructure that you need to be able to develop your products.
>>>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 development ecosystem.
So, let’s talk a little bit about these companies that you mentioned as use cases and case studies of what you’re investing in. Cognida and Critical River are two that you just mentioned. Could you talk to us about what these companies are doing and how these models are playing into their situations?
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Entrepreneur, Angel Investor, and Board Member Raju Reddy discusses his AI investment thesis.
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As founders, we often focus on product development but overlook the critical factor that can make or break our chances of securing funding: Velocity.
Potential for Velocity in the early stages.
Evidence of Velocity in the later stages.

If you want your startup to become fundable, be acutely aware of the roadblocks.
The first and most crucial is Velocity.
What are the barriers to achieving Velocity?

Will you be seeking investor introductions for your startup in 2025?
Top VC funds operate in the 98% rejection rate zone.
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If you are looking for investor introductions, you have to be READY.