In this special replay episode Aaref Hilaly of Bain Capital Ventures joins Nick to discuss The Biggest Misconceptions About AI Agents, Why Defensibility Doesn't Matter at Seed, and Whether the AI Center of Gravity Is Shifting to China. In this episode we cover:

AI Investment Strategy and Market Utility
Impact of AI on Jobs and Early Instances of Reasoning
Open vs. Closed Source Models and Data Control
Scenario Planning and Unique Insights of Backed Companies
Infrastructure and Application Investment Focus
Future of Vertical Solutions and Infrastructure Investment

Guest Links:

The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

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Replay - 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)