Sramana Mitra: Yes, but I was not asking you about AI rollups. I’m asking you about this Y Combinator model of starting a full stack company from scratch.
>>>Sramana Mitra: Interesting. There is a completely opposite trend, but it’s kind of similar. Y Combinator put out the types of companies they’re looking for a few months ago. One of the types of companies is full stack AI.
>>>Sramana Mitra: If you were to highlight some themes that you’re seeing in the deal flow right now, what are some of the trends that you’re seeing?
>>>Sramana Mitra: I think proprietary domain knowledge is going to be the driving factor, and you’re focusing on something where the underpinning of your investment thesis is proprietary domain knowledge. You cannot do this without proprietary domain knowledge.
>>>Ray Wu, Managing Partner at Alumni Ventures AI Fund, discusses the fund’s investment thesis.
>>>Sramana Mitra: You are investing in risk and data-driven risk products. This domain requires people who are working in some domain-specific use cases around all that. Otherwise, you don’t really have insights into the problems to solve, right?
>>>Sramana Mitra: Okay. And what is the investment thesis of Overlook Ventures?
>>>Amir Kabir, Founding Partner at Overlook Ventures, discusses his new firm’s investment Thesis around Risk. In addition, we had a great discussion on what younger aspiring entrepreneurs should do: jump into entrepreneurship right away, or learn a domain in a job.
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