Konstantine Buhler

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, a Partner at Sequoia Capital specializing in AI investments, dives into the nuances of agentic AI. He discusses the significant AMD-OpenAI deal and NVIDIA's critical role in powering AI. Topics range from how agentic AI can transform security and legal workflows to Sequoia's strategic investment choices. Konstantine highlights healthcare as an underexplored industry ripe for AI innovation and envisions a future with returns by 2026. His insights into partnerships, including with Citadel, provide a fascinating glimpse into the evolving AI landscape.

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