His VC Firm Just Raised a $140M Fourth Fund. What He Says About AI Cuts Against the Narrative
In this episode of Machine Dreams, we sit down with Judah Taub, Co-founder and Managing Partner at Hetz Ventures, fresh off closing the firm’s $140M Fund IV during wartime and a period of global uncertainty. Hetz now manages close to $500M in assets, and Judah has a front-row view into what serious investors are funding in AI and what they are walking away from.
We talk about why Judah sees this moment as the internet in the late 1990s, why “AI bubble” is really two different debates, and what separates durable AI businesses from fast demos. He breaks down the signals he watches, including a…
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