E105 : Investing in AI - Insights from Venture Capitalists

In this episode, Preethy, interviews Anupam, the managing partner and co-founder of Emergent Ventures. Anupam shares his firm's focus on pre-seed and seed-stage investments in enterprise AI, highlighting their strategy against market trends and founder qualities they seek. The discussion delves into the hype versus reality of AI, the importance of orchestration in enterprise applications, and the promising future of various AI-driven sectors. Additionally, the conversation covers due diligence, red flags, and the evolving venture capital landscape amid market corrections. Anupam offers practical advice on raising capital, emphasizes the role of human elements in investment decisions, and reveals the firm's thorough approach to identifying the next big opportunities in AI.

00:00 Introduction and Guest Welcome
00:36 Emergent Ventures and Enterprise AI
02:02 The Hype and Reality of Agent AI
05:57 Selecting the Right Entrepreneurs
11:38 Current State of Venture Capital
16:00 Audience Q&A
22:09 Closing Remarks and Final Thoughts