Harnessing AI through Seed-Stage Investments: Insights from David Evans of Sentiero Ventures

The Innovators & Investors Podcast

In this episode, host Kristian Marquez welcomes David Evans, managing partner at Sentiero Ventures, to discuss the firm’s investment thesis focused on seed-stage companies that leverage AI-enabled software to address real-world challenges in sectors like manufacturing and e-commerce.

David elaborates on how Sentiero Ventures is uniquely positioned to combine proprietary, private data with public AI models. He emphasizes the complexities involved in creating tailored AI solutions amid the rise of accessible AI tools like ChatGPT. The conversation delves into the distinctions between AI applications categorized as “co-pilots,” which enhance user productivity, and “agents,” which focus on automation.

David expresses a cautious yet optimistic view on the burgeoning potential of AI agents, underscoring the importance of demonstrating measurable ROI for enterprises. He also shares critical insights from his entrepreneurial journey, highlighting the significance of founders possessing deep industry experience and remaining engaged with customers throughout product development to avoid common pitfalls.

Learn more about David's work at https://sentiero.vc/

Connect with David on LinkedIn at https://www.linkedin.com/in/davidevansaivc

Think you'd be a great guest on the show? Apply at https://finstratmgmt.com/innovators-investors-podcast/podcast-guest-application/

Want to learn more about Kristian Marquez's work? Check out his website at https://finstratmgmt.com