The Information's TITV AI Ignites VC Frenzy, Unpacking Shifting Founder Dreams & Investment Strategies | Aug 11, 2025
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Aug 11, 2025 
Sam Lessin, a General Partner at Slow Ventures, shares insights on the evolving aspirations of startup founders in the booming AI landscape. Jon Sakoda from Decibel dives into the competitive AI investment scene, highlighting the importance of data in the current market. Ron Miasnik, a new partner at Bain Capital Ventures, discusses the rise of AI in traditional industries, especially within Israel's dynamic startup ecosystem. Together, they unpack the shifts in venture capital strategies and the implications of these trends for the future of investments.
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AI Dominates Today's VC Agenda
- Akash Pasricha says venture has never been busier because AI has every investor on their toes.
- The show will cover AI deal frenzy, Bain hires, and changing founder dreams.
Unsolicited $2B Preemptive Term Sheet
- Natasha Mascarenhas reports Felicis offered a $2 billion term sheet to a two‑year‑old startup.
- Founders sometimes ask investors to stop sending unsolicited offers amid frenetic demand.
AI Spurs Hyper‑Competitive Preemptive Deals
- Jon Sakoda calls AI a tectonic shift that fuels hyper‑competitive preemptions.
- Investors race to preempt promising startups before valuations spike out of reach.