1Mby1M Virtual Accelerator AI Investor Forum: With Investor Gus Tai (Part 1)

At a recent roundtable, we had Gus Tai, Investor, Board Member and Retired General Partner at Trinity Ventures discuss the implications of human-centric AI, white spaces, comparables, and more.

1Mby1M Virtual Accelerator AI Investor Forum: With Gaurav Chaturvedi, Partner at Kae Capital (Part 2)

Sramana Mitra: Okay. The reason I’m asking this question Gaurav is, so as you know, AI is easier to control in a more constrained mode. The more degrees of freedom you give it, the more it is difficult to control all the issues like hallucination and precision. AI has a tendency to make things up and go a little bit haywire. I’m very curious about what is going to happen when this is actually operating in real world scenarios and how are they constraining?

1Mby1M Virtual Accelerator AI Investor Forum: With Gaurav Chaturvedi, Partner at Kae Capital (Part 1)

Gaurav Chaturvedi, Partner at Kae Capital, discusses the trends he is seeing in the Indian startup ecosystem.

1Mby1M Virtual Accelerator AI Investor Forum: With Ashish Gupta, Partner at Clearvision Ventures (Part 4)

Sramana Mitra: So what of platforms and this euphoria – this absurd amounts of funding that are going into a handful of very large platform companies? How do you analyze them? I can understand that you don’t want to invest in them.

1Mby1M Virtual Accelerator AI Investor Forum: With Ashish Gupta, Partner at Clearvision Ventures (Part 3)

Sramana Mitra: So Ashish, I’m gonna switch gears a little bit and ask you about hallucination. Now, here’s an amusing anecdote. A friend of mine sent me a screenshot. He tested what Meta has to say about Sramana Mitra.

1Mby1M Virtual Accelerator AI Investor Forum: With Ashish Gupta, Partner at Clearvision Ventures (Part 2)

Sramana Mitra: I’ve recently talked to a number of people who are looking at the services aspect and the human-in-the-loop aspect. Have you invested in companies with human-in-the-loop?

1Mby1M Virtual Accelerator AI Investor Forum: With Ashish Gupta, Partner at Clearvision Ventures (Part 1)

Ashish Gupta, Partner at Clearvision Ventures, has been in the industry for a long time and has an interesting perspective on AI investing.

1Mby1M Virtual Accelerator AI Investor Forum: With Yash Hemaraj, General Partner at BGV (Part 6)

Sramana Mitra: I have one last question, Yash, before we adjourn. The SaaS industry has been around for 15-20 years. Around 2008 is when it started really hitting its stride. It’s 2024, so it’s been a while. Then AI came in around 2015-16. Generative AI came in last year. There are cloud companies, SaaS companies, and vertical SaaS companies that are much further along, that have some heft. But now there are AI companies coming into the same markets with AI-enabled solutions, competing with those somewhat hefty vertical SaaS companies. And the answer from the incumbents is, we do co-pilots to introduce AI into the process.

What are you seeing in the market? It’s not a sufficient solution to produce an AI-enabled SaaS application. What is your perspective? What are you seeing in your portfolio?