Impacts of CH-GBT and AI Agents on Portfolio Companies and Tech Strategies

In this podcast episode, Molly O'Shea interviews Alex Kolicich, founding partner at 8VC, about 8VC’s portfolio construction, the VC ecosystem, the rate of innovation with AI, and the opportunities ahead. The conversation also covers the importance of understanding the limitations to AI and areas where these technologies will likely have the most impact.

Follow us on Twitter

• @MollySOShea
• @AlexKolicich

Resources

• Alex’s Writing: https://www.alexkolicich.com/
• Subscribe to Sourcery: https://www.sourcery.vc/

Companies Mentioned

• Ollama https://ollama.com/
• PerplexityAI https://www.perplexity.ai/ 
• Copilot https://docs.github.com/en/copilot 
• Magic.dev https://magic.dev/
  

Timestamps

(00:00) Intro and Alex's Background

(00:54) Origins and Evolution of 8VC

(01:52) Investment Strategy

(07:02) The Current State of VC

(14:09) Alex's Predictions and Insights on AI

(27:13) Alex's Take on Verticalization 

(35:15) Moats 

(39:11) What's With the Number 8?

(43:31) Advice for Founders - Seed to Series B Stage