In this episode of TheOnePoint podcast, I interview Guy Conway, co-founder of Koble, to explore how AI is reshaping venture capital.
Guy highlights that while many VCs use AI for startup discovery, its true potential lies in automating investment decisions—removing reliance on intuition and enabling data-driven insights. Koble focuses on early-stage investments, leveraging proprietary models for scalable and efficient decision-making.
Guy also discusses the industry's shift, with AI challenging traditional VC roles and enabling leaner, more impactful teams. Koble is strengthening the viability of algorithmic/quant VC, aiming to transform startup funding and unlock consistent returns.
Where to find Guy Conway:
• LinkedIn: https://www.linkedin.com/in/guyconway/
• Website: https://www.koble.ai/
Where to find Rohit Yadav:
• Web: https://linktr.ee/rohityadav
• LinkedIn: https://www.linkedin.com/in/rohityadav23/
• Newsletter: All Things VC (https://www.linkedin.com/newsletters/7081921640367808512/)
In this episode, we cover:
(00:00) Episode intro
(01:21) Intro: Guy Conway
(02:00) Intro: Koble
(02:00) VC value chain and Noble’s placement
(07:51) Is the traditional VC business in danger?
(11:04) How will the role of VC team members transform?
(14:23) Quant VC and stage strategy
(17:41) Evolution of data and it’s usage in context of Quant VC
(19:48) Where does the ‘Alpha’ lie?
(24:30) Future of AI in Fund and Portfolio management
(26:44) Journey of Koble
(33:12) Vision for the future: Automating investment decision making
(35:18) Market dynamics and Sector focus
(37:05) First mover advantage in AI in VC space
(40:25) Personal side: Motivation and Mentorship
(43:06) Personal side: Interesting quote
