Top SF VCs Discuss Agentic & Vertical AI | EP 02
Agentic19 Des 2024

Top SF VCs Discuss Agentic & Vertical AI | EP 02

As we transition into agentic models, it’s evident there’s a blend of optimism and caution.


In this panel discussion, I was joined by Jon Chu (Khosla Ventures), Pranav Reddy (Conviction), Andrew Brackin (Gradient), Arash Afrakhteh (Pear VC), Alejandra Vergara (Bee Partners), and Nahim Nasser (Georgian) as we explored:


• why agentic AI will drive systemic shifts across various industries

• the need to define scalable, high-impact use cases for agent-driven solutions

• shifting dynamics of human-machine interaction

• how agentic AI is advancing in parallel with LLMs

• why regional disparities and emerging foundation models could profoundly shape future progress, and

• how value will accumulate for vertical companies beyond the API


Let’s jump right in.


00:00:00 Trailer

00:02:13 Introduction

00:11:47 Current State of AI

00:21:00 Investment Insights and Startup Pitfalls

00:30:49 Vertical vs Horizontal

00:42:09 Evaluating Business and Team Dynamics

00:51:19 Different ways to look at AI

00:58:06 The AGI Landscape

01:01:17 Outro


Connect with us here:


1. Jon Chu- https://www.linkedin.com/in/jchu/

2. Pranav Reddy- https://www.linkedin.com/in/pranavgreddy/

3. Andrew Brackin- https://www.linkedin.com/in/andrewbrackin/

4. Arash Afrakhteh- https://www.linkedin.com/in/arasha/

5. Alejandra Vergara- https://www.linkedin.com/in/alejandra-vergaral/

6. Nahim Nasser- https://www.linkedin.com/in/nahimnasser/

Episoder(20)

The Next Platform Shift - Why We Stopped Being an AI Fund

The Next Platform Shift - Why We Stopped Being an AI Fund

George Bandarian, General Partner at Untapped Ventures, breaks down the Autonomous Economy thesis - a new economic framework where billions of AI agents and robots execute work end-to-end without huma...

23 Apr 23min

Andrew Chen (a16z speedrun) on the Future of AI Startups, Speedrun & Why Coding Will Be as Easy as Making Videos

Andrew Chen (a16z speedrun) on the Future of AI Startups, Speedrun & Why Coding Will Be as Easy as Making Videos

Andrew Chen, General Partner at a16z speedrun, joins us on Agentic to discuss what actually gets founders accepted into speedrun and why AI might be bigger than mobile, internet, and cloud combined. I...

5 Mar 56min

Request for Startups: 10 AI Ideas We’re Ready to Fund

Request for Startups: 10 AI Ideas We’re Ready to Fund

We're at the halfway point of 2025, and AI is evolving faster than ever.In this solo episode, I share Untapped Ventures’ first Request for Startups. It’s a detailed breakdown of the core areas where w...

16 Jul 202523min

Live Vibe Coaching with the LLM Pioneer Who Scaled Before ChatGPT | Will Manidis

Live Vibe Coaching with the LLM Pioneer Who Scaled Before ChatGPT | Will Manidis

Is your AI startup built to survive the next wave?In this episode of Agentic, Will Manidis, the co-founder of ScienceIO, shares how he built for resilience from day one developing LLMs for healthcare ...

12 Jun 202551min

The AI Platform That Could Launch 10,000 Startups | Woz

The AI Platform That Could Launch 10,000 Startups | Woz

Most no-code tools give you an MVP. Woz wants to give you a business.On this episode of Agentic, I was joined by Ben Collins and Brad Eckert, co-founders of Woz, an AI platform that lets anyone build ...

9 Mai 202559min

Inside You.com’s Plan to Outthink Google and OpenAI

Inside You.com’s Plan to Outthink Google and OpenAI

What happens when the former Chief Scientist at Salesforce builds a search engine for enterprises?In this episode, Richard Socher (CEO) and Bryan McCann (CTO) of You.com reveal how they’re reinventing...

2 Mai 202557min

Carta’s 2025 AI Funding & Equity Insights | Peter Walker

Carta’s 2025 AI Funding & Equity Insights | Peter Walker

Everyone has opinions about founder equity, funding timelines, and valuations—but Peter Walker holds the data. In this special live Agentic session, I sat down with Peter, Head of Insights at Carta, t...

8 Apr 202555min

How Agentic AI is Rewiring Software, Brokers, and the Future

How Agentic AI is Rewiring Software, Brokers, and the Future

I brought Ben Collins of Woz and Dakotah Rice and Tushar Nair of Harper for a special episode of Agentic–our AGM!Ben’s Woz lets non-technical founders build scalable apps with no engineering team—thin...

25 Mar 202533min

Populært innen Teknologi

lydartikler-fra-aftenposten
romkapsel
tomprat-med-gunnar-tjomlid
teknisk-sett
shifter
energi-og-klima
elektropodden
fornybaren
rss-impressions-2
nasjonal-sikkerhetsmyndighet-nsm
hans-petter-og-co
rss-alt-som-gar-pa-strom
smart-forklart
teknologi-og-mennesker
kunstig-intelligens-med-morten-goodwin
rss-ai-forklart
rss-bouvet-bobler
rss-ki-praten
rss-fish-ships
rss-brukbart