
Are you struggling with attracting customers? There’s a very good chance that your Positioning is off. Positioning drives Product Market Fit (PMF). You HAVE to get it right. Let’s discuss how.

Manu Rekhi, Managing Director at Inventus Capital Partners, discusses his firm’s AI investment thesis.
>>>Sramana Mitra: Yes. When you see these deals that are starting to find some velocity early on and coming to you with that as one of the proof points, what are you seeing? What kind of go-to-markets are you seeing that are giving them this kind of velocity? I understand that it takes fewer people to build software right now because of all these AI copilots and this and that.
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Piyush Kharbanda, General Partner at Vertex Ventures, discusses his firm’s AI investment thesis.
>>>Sramana Mitra: I’m sure you are seeing that category of entrepreneurs in the geographies that you’re catering to. That is a true statement. They’re benefiting from the fact that the ultralight startup trend is really taking off right now because of AI.
>>>Sramana Mitra: What size checks do you write?
Mark Phillips: Out of fund two, we’re writing a $1-$1.5 million check into to portfolio companies over the course of the next two to three years.
>>>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.
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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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