🕰️ Timestamps:
00:00 - Introduction
00:50 - Opportunity in AI
02:39 - OverInvestment in LLMs
05:37 - Impact of AI on Jobs
07:19 - Value Creation in the Application layer
10:32 - SaaS evolving into AI Agents
12:48 - Exaggeration of Capabilities in Gartner Hype Cycle
19:22 - Human Brain v/s LLMs
21:53 - Cost of doing Search is High
27:42 - What is Accelerated Computing
31:42 - Limitations of LLMs
36:57 - LLM progress curve is Plateauing?
38:49 - Opportunity for VC in AI Space
43:15 - Will future Startups be High Margin?
44:25 - Conclusion
📍 About:
Itamar is a solo capitalist and the founder of Recursive Ventures, a pre-seed fund focused on fintech, AI and emerging tech startups. Itamar has been on all sides of the startup table: as a founder and executive, an institutional VC, and an angel investor. He has supported over 50 successful startups, including Deel, Honeybook, Placer, Credible (IPO), MileIQ (acquired by Microsoft), Automatic Labs (acquired by SiriusXM), Tile (acquired by Life360), SafeGraph, and Armory. He’s been recognized by Business Insider as a Top 100 global seed investor. As an operator, he helped take Life360 from Seed to IPO, scaling the business to over $250m in revenue. Before that, Itamar was a founding team member and head of Product at Gigya (acquired by SAP). He holds an MBA from Berkeley Haas and an undergraduate degree in computer science from the Tel-Aviv Jaffa College.
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📍 About:
Understanding VC is a podcast that provides founders with the knowledge and resources they need to understand venture capital. Our goal is to create the best and most comprehensive resource on venture capital on the internet, so that founders can make informed decisions about their businesses and secure the funding they need to succeed.
