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1 The Final Flight of Captain Forrester | 1. The Mystery of Tiny 05 38:05
477. 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)
Manage episode 475599710 series 1547256
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:
The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Want to keep up to date with The Full Ratchet? Follow us on social.
You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.
898 episodes
477. 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)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Manage episode 475599710 series 1547256
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:
The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Want to keep up to date with The Full Ratchet? Follow us on social.
You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.
898 episodes
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1 Investor Stories 399: Why I Passed (Whitmire, Garcia, Tusk) 6:46

1 480. The OG Seed Investor, Mike Maples Jr., on Spotting Inflection Points, Living in the Future, and Why the Best Form of Competition Is No Competition (Mike Maples) 1:06:10

1 Investor Stories 398: Disruptive Forces (Ralston and Patil, Schilling, Stevens) 4:24

1 479. Inside the LP Playbook with Venture Vanguard, Chris Rizik: What Metrics Actually Matter, How to Fix Venture’s Liquidity Crisis, and Why Co-Invests Are a Trap (Chris Rizik) 43:25

1 Investor Stories 397: Key Advice (Ho, Yunger, Tusk) 7:00

1 478. Classical vs. Jazz Leadership, IPO Readiness & Key Metrics for a Successful Offering, Requirements for David to Beat Goliath, and Why Altman and Other Leaders are Pivoting to Open Source… 1:02:39

1 Investor Stories 396: Visionary Founders (Chau, Whitmire, Garcia) 6:41

1 477. 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) 30:16

1 Investor Stories 395: Best LP Question (Upham, Ho, Yunger) 9:16

1 476. Fixing Education with a Startup Mentality: The Innovative Micro Schools-Model Backed by Founders Fund, Khosla, and Sam Altman (Ryan Delk) 48:18

1 Investor Stories 394: Lessons Learned (Chase, Boduch, Whitmire) 6:00

1 475. Non-Dilutive Capital That’s More Flexible Than Debt, Why Ruthless Prioritization Leads to Scale, and the One Ingredient That Makes a Company Investable at Any Stage (Vince Hsieh) 38:58

1 Investor Stories 393: Why I Passed (Ho, Yunger, Chau) 7:04

1 474. The VC Myth, AI Hype, Mastering GTM, and The Smart Approach to Capital Strategy and Achieving Startup Success (Kyle York) 39:14

1 Investor Stories 392: Disruptive Forces (Garcia, Tusk, Seides) 9:18
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