Sign up to save your podcasts
Or
Share 477. The Biggest Misconceptions About AI Agents, Why Defensibility Doesn't Matter at Seed, and Whether the AI Center of Gravity Is Shifting to China (Aaref Hilaly)
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
477. The Biggest Misconceptions About AI Agents, Why Defensibility Doesn't Matter at Seed, and Whether the AI Center of Gravity Is Shifting to China (Aaref Hilaly)
Aaref Hilaly of Bain Capital Ventures joins Nick to discuss The Biggest Misconceptions About AI Agents, Why Defensibility Doesn't Matter at Seed, and Whether the AI Center of Gravity Is Shifting to China. In this episode we cover:
- AI Investment Strategy and Market Utility
- Impact of AI on Jobs and Early Instances of Reasoning
- Open vs. Closed Source Models and Data Control
- Scenario Planning and Unique Insights of Backed Companies
- Infrastructure and Application Investment Focus
- Future of Vertical Solutions and Infrastructure Investment
Guest Links:
- Twitter/X (guest)
- Guest's LinkedIn
- Company's LinkedIn
- Company's Website
The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Want to keep up to date with The Full Ratchet? Follow us on social.
You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.
View all episodes
By Nick Moran
4.9
246246 ratings
Aaref Hilaly of Bain Capital Ventures joins Nick to discuss The Biggest Misconceptions About AI Agents, Why Defensibility Doesn't Matter at Seed, and Whether the AI Center of Gravity Is Shifting to China. In this episode we cover:
- AI Investment Strategy and Market Utility
- Impact of AI on Jobs and Early Instances of Reasoning
- Open vs. Closed Source Models and Data Control
- Scenario Planning and Unique Insights of Backed Companies
- Infrastructure and Application Investment Focus
- Future of Vertical Solutions and Infrastructure Investment
Guest Links:
- Twitter/X (guest)
- Guest's LinkedIn
- Company's LinkedIn
- Company's Website
The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Want to keep up to date with The Full Ratchet? Follow us on social.
You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.
More shows like The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
View all
This Week in Startups
1,290 Listeners
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
532 Listeners
The Official SaaStr Podcast: SaaS | Founders | Investors
171 Listeners
a16z Podcast
1,087 Listeners
Founders
2,106 Listeners
Equity
340 Listeners
Capital Allocators – Inside the Institutional Investment Industry
796 Listeners
Y Combinator Startup Podcast
235 Listeners
All-In with Chamath, Jason, Sacks Friedberg
9,844 Listeners
Business Breakdowns
350 Listeners
ACQ2 by Acquired
260 Listeners
The Logan Bartlett Show
188 Listeners
No Priors: Artificial Intelligence | Technology | Startups
129 Listeners
BG2Pod with Brad Gerstner and Bill Gurley
499 Listeners
Uncapped with Jack Altman
39 Listeners