Konstantine Buhler from Sequoia, a veteran in venture capital and AI investment, joins Ana Marshall from the Hewlett Foundation, where she provides insights on VC dynamics. They discuss the current landscape of venture capital, where many firms are hesitating to raise new funds amidst economic challenges. The conversation shifts to Cisco's ambitious $1 billion AI fund, and they explore how AI technologies are reshaping investment strategies and startup valuations, emphasizing the critical role of nurturing early-stage startups for long-term success.

Konstantine Buhler, Ana Marshall, and Jason Calacanis discuss VCs not raising funds, challenges for new fund managers, capital deployment, emerging managers, Cisco's $1B AI fund, AI applications, M&A vs. IPO investments, and Lightning round on latest investments