The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified cover image

477. The Biggest Misconceptions About AI Agents, Why Defensibility Doesn’t Matter at Seed, and Whether the AI Center of Gravity Is Shifting to China (Aaref Hilaly)

The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified

CHAPTER

Navigating AI and Investment Strategies

This chapter explores Bain Capital Ventures' evolution and its venture capital approach, emphasizing the importance of operational experience in supporting startups. It discusses key investment themes like artificial intelligence and embedded payments, highlighting their potential to drive growth in a shifting economic landscape. Additionally, it addresses the implications of AI advancements, including the capabilities of AI agents and the challenges companies face when integrating these technologies into their operations.

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