1Mby1M AI Investor Forum: Mark Phillips, Founder and Managing Partner at 11 Tribes Ventures (Part 1)

Mark Phillips, Founder and Managing Partner at 11 Tribes Ventures, discusses a non-Unicorn chasing investment thesis.

1Mby1M AI Investor Forum: Shripati Acharya, Managing Partner at Priven Advisors (Part 6)

Sramana Mitra: I think the distribution is going to be an interesting point, which is one of the reasons why I find the Agentforce announcement exciting. The same way that a lot of SaaS companies were able to distribute through app exchange, a lot of agent companies will be able to distribute through Agentexchange, and that is going to be invaluable.

1Mby1M AI Investor Forum: Shripati Acharya, Managing Partner at Priven Advisors (Part 5)

The people who understand those enterprise systems the best are in the best position to build those agents. Is there going to be a big opportunity to build agents that are from entrepreneurs?

How do you think about it?

1Mby1M AI Investor Forum: Shripati Acharya, Managing Partner at Priven Advisors (Part 4)

Sramana Mitra: Yes. In all our discussions last year on AI, human centric AI was front and center. AI is in enterprises, AI is in small businesses, but it’s either a human using AI as whether it’s a co-pilot or an assistant, whatever; but it’s the human making the decisions. It’s the human using the AI to do his or her job faster, more efficiently, et cetera.

1Mby1M AI Investor Forum: Shripati Acharya, Managing Partner at Priven Advisors (Part 3)

Sramana Mitra: Interesting. My thesis also is that the defensible businesses are domain knowledge heavy in AI. The layers of abstraction to some extent are already in place, and there’s going to be more. Just to give you a feel for my framework, I look a lot at the parallel with the cloud computing infrastructure that came about over time.

1Mby1M AI Investor Forum: Shripati Acharya, Managing Partner at Priven Advisors (Part 2)

Sramana Mitra: I think what you’re saying is, the entrepreneur team’s domain knowledge is really what you’re putting the premium on to build something that is intense in workflow or domain-related value add. The AI is an enabler of that value add but not the critical piece. The AI technology itself is not the big enabler.

1Mby1M AI Investor Forum: Shripati Acharya, Managing Partner at Priven Advisors (Part 1)

Shripati Acharya, Managing Partner at Priven Advisors, discusses his firm’s AI Investment Thesis. We have a very strategic discussion on SaaS, Marketplaces and Agentic AI.

1Mby1M AI Investor Forum: David Hornik, Lobby Capital (Part 7)

Sramana Mitra: So Dave, last question before we go to the pitches. What have you invested in along these lines that you’re really excited about and that you are okay with talking about?

David Hornik: There are a couple. We have invested in a company called Stack AI. These agents are going to allow for real innovation and solutions for folks who have a certain domain expertise, but they don’t have the AI expertise. What Stack has done is create sort of the Zapier of AI.