Origins - Inside Venture Capital, Hosted by a GP and an LP

What Venture's Top Voices Expect Next in AI

25 snips
Jan 21, 2026
Sarah Tavel, a venture investor with a focus on AI, discusses the concept of being 'AI native' and the need for CEOs to adapt by leveraging AI as a partner. Mike Dauber and Sunil Dhaliwal share insights on sourcing early technical founders amidst evolving market dynamics. Micah Rosenbloom analyzes the trend of VCs arriving late to major themes and emphasizes the importance of investing in unconventional opportunities. The group also explores how AI is reshaping talent dynamics and the challenges within biotech, highlighting the rapid changes in the venture landscape.
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INSIGHT

AI Adoption Often Remains Superficial

  • Many companies claiming to adopt AI only use it in isolated pockets and gain productivity, not transformation.
  • True AI-native firms immerse leadership and reshape short-term product roadmaps to maximize current model capabilities.
ADVICE

Ask AI First, Then Build On Its Output

  • Delegate routine and research tasks to AI as a thought partner instead of trying to do everything yourself.
  • Change behavior: ask AI first and use chat history to accelerate decisions and communication.
INSIGHT

Getting To Founders Early Still Wins

  • Early engagement with technical founders gives VCs pole position when they start companies.
  • Competition has increased but getting to founders before formation still wins deals.
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