1Mby1M AI Investor Forum: Shripati Acharya, Managing Partner at Priven Advisors (Part 6)

Sramana Mitra: I think the distribution is going to be an interesting point, which is one of the reasons why I find the Agentforce announcement exciting. The same way that a lot of SaaS companies were able to distribute through app exchange, a lot of agent companies will be able to distribute through Agentexchange, and that is going to be invaluable.

Shripati Acharya: Absolutely. I think it’s a very smart move to go ahead and do that. It’ll let others build on it instead of trying to box them up.

Sramana Mitra: Well, I have taken up the time that we had budgeted. Do you have anything else that you want to weigh in on this general topic? Of course, we will continue the conversation in a few months. I mean, things are moving so fast.

Shripati Acharya: Yes, absolutely. I think that we covered the key things which we wanted to as part of this conversation. I would just say that I feel that just as the datacenter is being reinvented with AI, the GPUs are reinventing how a traditional datacenter is done.

Similarly, I think every piece of the enterprise stack has an opportunity to be rethought using an AI native approach. That’s why it increases the surface area of the opportunity in a tremendous way for startups.

I think we’ll have smaller startups doing more. So, I think it is a terrific time to build companies.

Sramana Mitra: And it’s cumbersome, right? Many of these systems are on very old architectures, and we are within a completely different generation, architecturally. Now, we are going to be retrofitting all these SAPs and Oracles and so forth. We are going to stick agents here and AI there, and this, there. Computer science sounds like a very bad design of software.

Shripati Acharya: I think it’s going to cause a lot of upheaval. But on a super exciting side, I feel that it’s going to democratize access to technology. Folks who were from a certain socioeconomic strata were boxed out of this, right. Using tech is not easy, right? You still need to like manipulate screens. You still need to know this, punch this, do that, and all those kind of things that you kind of take it for granted.

But now with AI, we could really have voice for the first time as the predominant way of interacting with software. We could have stuff which in one sense completely covers all kinds of languages. It’s not just this English primary language stuff. It could actually go ahead and cover everyday things.

Sramana Mitra: Removing language barriers with AI is an enormously powerful way for development economics in general.

Shripati Acharya: Just putting on the India centric hat, because we’re a country with 22 official languages and probably many times more of dialects, we feel that the transformative potential for this to bring technology all the way down is just massive. This is a super exciting time.

Sramana Mitra: Yes, absolutely. Well, thank you Shripati for your comments. It was a very, very interesting discussion. Thank you for coming.

Shripati Acharya: Thank you for having me again, Sramana.

This segment is part 6 in the series : 1Mby1M AI Investor Forum: Shripati Acharya, Managing Partner at Priven Advisors
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