Top SF VCs Discuss Agentic & Vertical AI | EP 02

Agentic

Dec 19, 2024•1 hr 1 min•Season 1Ep. 2

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Episode 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