The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch 20VC: Why To Win in AI, Investors Need to Change Their Approach | Why VC is Run by Principals and Associates and is a Broken System | The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital
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Apr 4, 2025 Nabeel Hyatt, a General Partner at Spark Capital and savvy investor in AI startups, shares his insights on the evolving venture landscape. He critiques traditional VC strategies and emphasizes the need for a shift in mindset to succeed in AI investing. Nabeel discusses the flawed structure of the VC industry, stressing why many firms may be out of touch with current realities. He categorizes AI startups into adaptation, evolution, and revolution, showcasing how genuine founder relationships and a long-term vision are essential for navigating the complexities of this fast-paced market.
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AI Investing Mindset Shift
- AI investing requires a different mindset than traditional SaaS investing.
- The fast-paced, unpredictable nature of AI necessitates a shift from solving puzzles to exploring mysteries.
Principals and Associates Running VC
- The VC industry is primarily run by principals and associates focused on short-term promotions.
- Their focus on markups, not long-term value creation, incentivizes chasing short-term trends.
Focus on Founders, Not Packaging
- Reject the idea of venture capital as a packaging industry.
- Instead, back amazing founders with unique insights and support them long-term.