1Mby1M AI Investor Forum: David Hornik, Lobby Capital (Part 7)

Sramana Mitra: So Dave, last question before we go to the pitches. What have you invested in along these lines that you’re really excited about and that you are okay with talking about?

David Hornik: There are a couple. We have invested in a company called Stack AI. These agents are going to allow for real innovation and solutions for folks who have a certain domain expertise, but they don’t have the AI expertise. What Stack has done is create sort of the Zapier of AI.

1Mby1M AI Investor Forum: David Hornik, Lobby Capital (Part 6)

Sramana Mitra: Yes. With your venture capitalist hat on, I will also present another angle to how to think about this; partly because of the audience that we cater to, which includes these small entrepreneurs who are not necessarily thinking about venture capital.

1Mby1M AI Investor Forum: David Hornik, Lobby Capital (Part 5)

Sramana Mitra: I was also thinking about agentic AI in comparison to two massive trends that we have gone through – e-commerce and Software as a Service (SaaS).

1Mby1M AI Investor Forum: David Hornik, Lobby Capital (Part 3)

Sramana Mitra: Okay. Let me push you on that a little bit. This is great, by the way. This is exactly what I want our audience to go through. So, let’s take the example of AI enabled drug discovery. It’s one of the most promising areas in my view. It’s what excites me the most, actually.

1Mby1M AI Investor Forum: David Hornik, Lobby Capital (Part 2)

Sramana Mitra: There’s one question that I want to ask you. I agree with everything you said. AI is making everything easier and cheaper to build, except perhaps marketing, because the market is going to become noisier.

1Mby1M AI Investor Forum: David Hornik, Lobby Capital (Part 1)

David Hornik, Founding Partner at Lobby Capital, discusses his firm’s AI investment thesis. This is an excellent discussion spanning Agentic AI and Ultralight startups.

1Mby1M AI Investor Forum: Anupam Rastogi, Managing Partner at Emergent Ventures (Part 4)

Sramana Mitra: If you get companies at that inception stage – MVP with not really any revenue, just discussions with the market, but good precise discussion with the market, what size checks are you willing to write?

1Mby1M AI Investor Forum: Anupam Rastogi, Managing Partner at Emergent Ventures (Part 3)

Sramana Mitra: So, what else are you looking at or investing in that are interesting case studies that we should discuss here that will trigger ideas and insights for the audience?