Sourcery Astasia Myers, GP at Felicis, $3B AUM, AI Agents & Autopilots, New Infra Opportunities, & Roadblocks
Molly O'Shea is joined by Astasia Myers, GP at Felicis, to discuss their new $825M fund, totaling Felicis’s AUM to $3B. Astasia goes deep on her focus on AI infrastructure, AI-enabled SaaS, and AI-enabled services and breaks down how AI is changing the face of enterprise software exploring the evolution of enterprise software and how AI is transforming data stacks.
She explains how the AI landscape has evolved, highlighting the rise of alternative foundation models and AI agents, and emphasizes the importance of founder market fit and unique insights when evaluating startups. The conversation underscores the transformative potential of AI in empowering individuals and reshaping various industries, while also touching on the rapid pace of innovation and the need for adaptability in venture capital strategies.
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Sponsor: Archer
Archer's Midnight is a piloted four passenger aircraft designed to perform rapid back-to-back flights with minimal charge time between flights. Learn more about how Archer is set to open up a new world of opportunity for passengers by providing safe and efficient access to people, places, and events across the communities they live, visit https://www.archer.com/
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Companies mentioned:
LaunchDarkly: https://launchdarkly.com/
Hex: https://hex.tech/
Superbase: https://www.superbase.com/
Google: https://www.google.com/
Cisco: https://www.cisco.com/
Cohesity: https://www.cohesity.com/
GuardiCore: https://www.guardicore.com/
RedPoint: https://www.redpoint.com/
Quiet Capital: https://www.quiet.vc/
Snowflake: https://www.snowflake.com/
Fivetran: https://www.fivetran.com/
Airbyte: https://airbyte.com/
Looker: https://looker.com/
PyTorch: https://pytorch.org/
TensorFlow: https://www.tensorflow.org/
OpenAI: https://openai.com/
Anthropic: https://www.anthropic.com/
Mistral AI: https://mistral.ai/
Facebook: https://www.facebook.com/
Runway: https://runwayml.com/
Poolside: https://www.poolside.ai/
11X: https://www.11x.ai/
Notion: https://www.notion.so/
Figma: https://www.figma.com/
Zendesk: https://www.zendesk.com
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TIMESTAMPS:
(00:00) Introduction and Founding Story of Felicis Ventures
(06:39) Astasia Myers' Background and Journey to Venture Capital
(11:45) The Evolving Landscape of AI and Infrastructure
(14:59) Sponsor: Archer
(19:27) AI-Enabled SaaS and AI-Enabled Services
(27:16) Technical Unlock: Foundation Models and AI Agents
(33:30) Changing Perspectives and Emerging Trends in AI
(37:47) Research and Identifying White Spaces of Opportunity
(47:05) The Effects of Technical Unlock and Future of AI
(50:36) Wrap
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