Top SF VCs Discuss Agentic & Vertical AI | EP 02
Description
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/
United States
