1Mby1M Virtual Accelerator AI Investor Forum: Yanev Suissa, SineWave Ventures (Part 2)

Sramana Mitra: Very true. This is very true. I want to underscore that you should not raise money at the highest valuation you can, because you’re pricing yourself out of the exit market and out of further fundraising. If you don’t meet milestones that are that aggressive and far ahead of the curve, you will be stuck.

1Mby1M Virtual Accelerator AI Investor Forum: Yanev Suissa, SineWave Ventures (Part 1)

Yanev Suissa, Managing Partner and Founder at SineWave Ventures, discusses changes in Venture Capital and his firm’s investment thesis.

1Mby1M Virtual Accelerator AI Investor Forum: Daniel Ibri, Mindset Ventures (Part 5)

Sramana Mitra: Earlier you said you wanted to discuss how venture capital is changing. We have a little time, so I want to explore that.

There’s a point of view circulating that even though venture capital is focused on vertical AI right now, AGI could make vertical AI irrelevant. And if AGI arrives during the timeframe when current gen-AI companies mature and prepare for exits, those exit opportunities might disappear. These are existential threats for venture capital. How do you think about that?

1Mby1M Virtual Accelerator AI Investor Forum: Daniel Ibri, Mindset Ventures (Part 4)

Sramana Mitra: Another important point: the probability of building a true unicorn—not an artificial one inflated with liquidation preferences—is extremely low. Many overfunded companies become “zombiecorns” or fail due to overfunding.

1Mby1M Virtual Accelerator AI Investor Forum: Daniel Ibri, Mindset Ventures (Part 3)

Sramana Mitra: Great. That clarifies things. Now, let’s talk about AI. What’s happening? What are you seeing? What are you investing in? What do you like to invest in?

1Mby1M Virtual Accelerator AI Investor Forum: Daniel Ibri, Mindset Ventures (Part 2)

Sramana Mitra: I would like to hear a bit about some case studies of companies you have invested in following this investment thesis you just described. And what have you learned? Why are they choosing you, and what value are you adding? How are you playing this investment thesis out?

1Mby1M Virtual Accelerator AI Investor Forum: Daniel Ibri, Mindset Ventures (Part 1)

Daniel Ibri is Co-founder and Managing Partner at Mindset Ventures. This is an excellent discussion about the changing dynamics of AI and venture capital.

1Mby1M Virtual Accelerator AI Investor Forum: Mohanjit Jolly, Partner at Iron Pillar (Part 7)

Sramana Mitra: What are you seeing in India? The first wave of Indian e-commerce or consumer brands served the higher end. Now the middle class is much more tuned into e-commerce. Everyone uses 10-minute services like Blinkit. What trends are you seeing in going down-market in e-commerce?