Afleveringen

  • Where Top VCs Are Placing Their AI Bets In 2025 | Agentic EP 04

    Where Top VCs Are Placing Their AI Bets In 2025 | Agentic EP 04

    · Agentic

    With $90B poured into AI over the past year, where is the focus going to be in 2025? I spoke to four top investors to find out.

    1. Yipeng Zhao (Embark Ventures) believes AI offers a one-year head start. Fast GTM wins. Slow movers risk irrelevance.

    2. Hari Arul (Khosla Ventures) has stopped backing co-pilots altogether. His take? Human-in-loop models won’t survive past 2026.

    3. James Shecter (Fika Ventures) says enterprises need the illusion of control over their AI workflows.

    4. Nicole Toussaint (TenOneTen Ventures) sees the “Scopely moment” for AI agents approaching fast — and soon, market entry will outweigh engineering breakthroughs.

    Tune in now.

    Connect with us at:

    1. Yipeng Zhao: https://www.linkedin.com/in/yipengzhao/

    2. Hari Arul: https://www.linkedin.com/in/hariarul/

    3. James Shecter: https://www.linkedin.com/in/jamesshecter/

    4. Nicole Toussaint: https://www.linkedin.com/in/nicole-toussaint-2874a1106/

    5. George Bandarian: https://www.linkedin.com/in/georgebandarian/

    6. Untapped Ventures: https://www.linkedin.com/company/untappedventures/

  • Why AI Agents Are Eating Enterprise Software | EP 03 Founders Panel

    Why AI Agents Are Eating Enterprise Software | EP 03 Founders Panel

    · Agentic

    While 92% of Fortune 500s realize the surplus alpha that can be created from leveraging AI, only 25% of SMBs realize the same.

    I sat with 6 founders who are building Agentic AI solutions: Jacky Wong (Nullify), Aria Attar (TensorStax), Max Ahrens (Maihem), Saurabh Sharma (You.com), Jonas Diezun (Beam AI), and Ashar Rizqi (Bounti.ai).

    The key highlights from our conversation were:

    - OpenAI’s function calling breaks down when scaling requires consistent outputs and error handling—just ask Jacky or anyone building enterprise agents.

    - MongoDB could face disruption as AI agents take over infrastructure orchestration—Aria flagged it, and I agree.

    - Calling agents "AI workers" simplifies adoption for hesitant enterprises—a shift that doubled Jonas Diezun’s sales.

    - Agentic AI scales across verticals in months, not years—Ashar says the old SaaS scaling playbook is obsolete.

    - Max at Maihem points out that building functional agents hinges on managing the edge cases that crash your system.

    Let’s dive right in.

    Connect with us here:

    1. Jacky Wong- https://www.linkedin.com/in/wongja/?originalSubdomain=au

    2. Aria Attar - https://www.linkedin.com/in/ariaattar/

    3. Max Ahrens - https://www.linkedin.com/in/maximilianahrens/?originalSubdomain=uk

    4. Saurabh Sharma - https://www.linkedin.com/in/saurabhs/

    5. Jonas Diezun - https://www.linkedin.com/in/jonasdiezun/

    6. Ashar Rizqi - https://www.linkedin.com/in/ashar-rizqi-6614487/

    7. George Bandarian - https://www.linkedin.com/in/georgebandarian/

    8. Untapped Ventures - https://www.linkedin.com/company/untappedventures/

    00:00 Trailer

    01:26 Welcome to the Agentic Podcast

    02:21 Founder Panel Introduction

    02:41 Founders' Backgrounds and Insights

    10:08 Defining Agentic AI

    20:00 Building Effective AI Agents

    26:08 Challenges in Early AI Development

    26:21 Human in the Loop: Enhancing AI Adoption

    26:58 Debating the Importance of Evaluations

    27:39 Technical Insights and Mistakes

    29:07 Impact of Agentic Paradigm Shift on Infrastructure

    29:52 Customer Adoption and Market Strategies

    31:21 Go-to-Market Strategies and Early Stage Focus

    39:18 Horizontal vs Vertical Approaches in AI

    47:39 Final Thoughts

    #ai #tech #podcast #vc

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  • Top SF VCs Discuss Agentic & Vertical AI | EP 02

    Top SF VCs Discuss Agentic & Vertical AI | EP 02

    · Agentic

    As we transition into agentic models, it’s evident there’s a blend of optimism and caution.

    In this panel discussion, I was joined by Jon Chu (Khosla Ventures), Pranav Reddy (Conviction), Andrew Brackin (Gradient), Arash Afrakhteh (Pear VC), Alejandra Vergara (Bee Partners), and Nahim Nasser (Georgian) as we explored:

    • why agentic AI will drive systemic shifts across various industries

    • the need to define scalable, high-impact use cases for agent-driven solutions

    • shifting dynamics of human-machine interaction

    • how agentic AI is advancing in parallel with LLMs

    • why regional disparities and emerging foundation models could profoundly shape future progress, and

    • how value will accumulate for vertical companies beyond the API

    Let’s jump right in.

    00:00:00 Trailer

    00:02:13 Introduction

    00:11:47 Current State of AI

    00:21:00 Investment Insights and Startup Pitfalls

    00:30:49 Vertical vs Horizontal

    00:42:09 Evaluating Business and Team Dynamics

    00:51:19 Different ways to look at AI

    00:58:06 The AGI Landscape

    01:01:17 Outro

    Connect with us here:

    1. Jon Chu- https://www.linkedin.com/in/jchu/

    2. Pranav Reddy- https://www.linkedin.com/in/pranavgreddy/

    3. Andrew Brackin- https://www.linkedin.com/in/andrewbrackin/

    4. Arash Afrakhteh- https://www.linkedin.com/in/arasha/

    5. Alejandra Vergara- https://www.linkedin.com/in/alejandra-vergaral/

    6. Nahim Nasser- https://www.linkedin.com/in/nahimnasser/

  • How Maven AGI is Creating Delightful CX with Agentic AI | EP 01

    How Maven AGI is Creating Delightful CX with Agentic AI | EP 01

    · Agentic

    To me, agentic is intent meeting capability—systems that act autonomously, adapt intelligently, and drive purposeful outcomes.

    Our guests on this episode—Jonathan Corbin, Sami Shalabi, and Eugene Mann—embody that. They're pushing AI agents forward for real-world enterprise use cases with Maven AGI.

    We discuss:

    • solving complex challenges with AI agents

    • empowering enterprises with cutting-edge tools, and

    • why agentic AI will create new roles for humankind

    Let’s get into it.

    Connect with us here:

    1. Jonathan Corbin- https://www.linkedin.com/in/jcorbin01/

    2. Sami Shalabi- https://www.linkedin.com/in/sshalabi/

    3. Eugene Mann- https://www.linkedin.com/in/eugenemann/

    4. George Bandarian- https://www.linkedin.com/in/georgebandarian/

    5. Untapped Ventures- https://www.linkedin.com/company/untappedventures/