John Cowgill, venture capitalist at Costanoa Ventures, discusses why investors should always bet on the founder, the future of cybersecurity, and whether AI will live up to the hype. He emphasizes the importance of picking the right founder over prioritizing a thesis and highlights their investment focus areas including AI, data infrastructure, cybersecurity, and fintech. Cowgill also shares lessons learned from eight years in venture capital and provides insights on the outlook for venture investing in the future.
