categories
HOT TOPICS
- The Accelerator Conundrum
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
Seed Capital
1Mby1M AI Investor Forum: Manu Rekhi, Managing Director at Inventus Capital Partners (Part 3)
Sramana Mitra: So, let’s talk about the type of AI companies that you are investing in. We could do some case studies first of what you have invested in, and if you could share with us in what stage and state you encountered these companies and what is it about them that made you write the checks?
>>>1Mby1M AI Investor Forum: Manu Rekhi, Managing Director at Inventus Capital Partners (Part 2)
Sramana Mitra: Let me ask you what you are seeing and how you’re processing this exception, which is usage-based pricing, right? SaaS became so popular because it was subscription pricing, and subscription business models are very attractive to investors, whether it’s public market investors or private market investors. It’s extremely popular because of its predictability and the fact that it’s recurring.
>>>1Mby1M AI Investor Forum: Manu Rekhi, Managing Director at Inventus Capital Partners (Part 1)
Manu Rekhi, Managing Director at Inventus Capital Partners, discusses his firm’s AI investment thesis.
>>>1Mby1M AI Investor Forum: Piyush Kharbanda, General Partner at Vertex Ventures (Part 7)
Sramana Mitra: I see. I’m going to go a little bit to a 30,000-foot level and ask you to comment on what else you’re seeing in India that we should keep in our vision, in terms of trends or developments or concerns. What’s going on?
>>>1Mby1M AI Investor Forum: Piyush Kharbanda, General Partner at Vertex Ventures (Part 6)
Sramana Mitra: Interesting. I gave a talk recently at Kellogg about Indian startups: Past, Present, and Future. The recording will be available soon. We’ll publish it and you can take a look. One of the things I said is that India has this background in the services industry; the services industry came out of low-end services, BPO, et cetera. But now with human-in-the loop AI services, wherever there is a do-it-for-me scenario, this is actually to India’s advantage, especially if the services can be done from India.
>>>1Mby1M AI Investor Forum: Piyush Kharbanda, General Partner at Vertex Ventures (Part 5)
Sramana Mitra: What have you invested in that has passed all these diligence tests and emerged as something that looks like it could stand on its own without getting blindsided.
>>>1Mby1M AI Investor Forum: Piyush Kharbanda, General Partner at Vertex Ventures (Part 4)
Sramana Mitra: Deep domain knowledge is where a lot of those exit barriers come from, right?
>>>1Mby1M AI Investor Forum: Piyush Kharbanda, General Partner at Vertex Ventures (Part 3)
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.
>>>