Latest / The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Replay - The Biggest Misconceptions About AI Agents, Why Defensibility Doesn't Matter at Seed, and Whether the AI Center of Gravity Is Shifting to China (Aaref Hilaly)
In this special replay episode Aaref Hilaly of Bain Capital Ventures joins Nick to discuss The Biggest Misconceptions About AI Agents, Why Defensibility Doesn't Matter at Seed, and Whether the AI Center of Gravity Is Shifting to China. In this episode we cover:
AI Investment Strategy and Market Utility
Impact of AI on Jobs and Early Instances of Reasoning
Open vs. Closed Source Models and Data Control
Scenario Planning and Unique Insights of Backed Companies
Infrastructure and Application Investment Focus
Future of Vertical Solutions and Infrastructure Investment
Guest Links:
Twitter/X…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.