People in AI

Investment manager quoted in article discussing concerns about returns on proliferating AI infrastructure projects.

Jared Friedman

Investor

Partner at Y Combinator

Noted that most developer tools still don't support account signup via API, critical for Claude Code era.

Discussed on All-In podcast an example of an AI producer built with OpenClaw that autonomously created a CRM.

Venture investor predicts 2026 will mark transition from AI-as-tool to AI-as-automation, delivering human labor displacement.

Managing partner and co-founder of lead investor Prysm Capital explaining their investment thesis.

Head of Digital at Sofina, lead investor in Primer's $100 million Series C funding round.

Analyst asking about overall company strategy implementation

Flybridge Capital co-founder whose AI avatar provides feedback to HBS bootcamp participants; featured in New York Times article.

Managing Director at Asahi Kasei Ventures investing in Kewazo as part of Series funding round for industrial automation.

Jeff Horing from Insight Partners led Wonderful's $550 million Series C funding round and commented on the company's opportunity.

Coined the term 'SaaSpocalypse' to describe the $285B software stock selloff driven by AI agent capabilities.

Jeremy Kaufmann

Investor

Scale Venture Partners

Venture capital partner who ran the Vertical AI Panel at SaaStr AI 2026 discussing AI moats and market opportunities.

Discussed on the 20VC podcast that Cursor is obsolete due to advances from model makers like Anthropic and OpenAI.

Received a $1.05 trillion valuation offer on Anthropic shares from a growth fund.

Angel investor who participated in AMI Labs $1.03 billion seed funding round.

Chevron executive overseeing Technology Ventures investment in Kewazo's industrial robotics platform.

President of Apollo, a lender managing over $1tn in assets, quoted saying 'Modern compute has emerged as a scarce, mission-critical asset class.'

Investment strategist warning that AI infrastructure investment bubble could burst in 2027-2028, causing severe market downturn.

Co-CEO of KKR who stated that 'delivery, not ambition, is the hard part' in discussing the $500bn AI infrastructure investment.

Partner at StepStone Group; investor in Upscale AI's Series A-1 funding round.

Venture investor leading Reliable Robotics Series D extension, viewing autonomous aviation as transformative for industry.

Co-led Emerald AI's $150M Series A financing round as managing partner of Energize Capital.

Managing director providing perspective on Databricks' ARR growth and portfolio adoption

Board member and investor statement on Groq's $650M raise for AI inference infrastructure.

Joined Runlayer's Series A round, emphasizing the company's potential as foundational infrastructure for AI-enabled enterprises.

Jonathan Lehr

Investor

General Partner at Work-Bench

VC investor discussing shift to pre-seed investments and faster company scaling in AI market.

VC investor who discussed key ingredients of defensibility for AI startups including data, distribution, and tech stack.

Jordan Segall

Investor

Partner at Redpoint Ventures

Published analysis showing GitHub star counts are used by VCs as sourcing signals for developer tool companies, with explicit benchmarks at seed and Series A stages.

Leading Sovereign AI's venture investment in Isomorphic Labs as part of UK's AI funding initiative.

Josh Gilbert

Investor

Lead Analyst, APAC and Middle East at eToro

Analyzed Samsung's strong results and noted investor expectations around AI chip demand.

Author of article on autopilot vs copilot business models in AI services, arguing that companies selling outcomes rather than tools will capture more TAM.

Karan Mehandru

Investor

Managing Director at Madrona

Co-led DOSS Series B funding round and is joining the company's board as new investor director.

Appointed as partner and core investment team member at Sylebra Capital with 20 years of private equity and capital markets experience.

Close friend of JD Vance and example of Christian-influenced tech leadership in Silicon Valley.

Khosla Ventures partner who defended Factory in the Degnan conflict, calling Degnan's conduct unethical.

Ken Howery

Investor

Co-founder at PayPal

Angel investor in Poke AI agent startup.

Co-author of the State of AI 2025 report analyzing AI startup trends and benchmarks

Kevin Mahn

Investor

President and Chief Investment Officer at Hennion & Walsh

Predicted SK Hynix will benefit from Micron turning away business; sees more opportunities in memory chip sector.

Kirsten Green, a partner at Forerunner, led SuperMe's $20 million funding round and discussed the platform's approach to human-AI collaboration.

Venture capital partner who co-led Capsa AI Series A funding, discussing vertical AI infrastructure for financial services.

Cruise founder who participated in Vercept's angel funding round.

Co-authored AI Infrastructure Roadmap on next-generation AI infrastructure needs.

Describes the firm's strategy of doubling down on AI expertise and being selective with portfolio companies

Founding partner at Acrew Capital who recruited Rosenthal to the venture firm.

Co-author of the State of AI 2025 report analyzing AI startup trends and benchmarks

Quoted comparing AI coding agents to 'a nuclear-powered six-axis mill' and 'a single-person software factory'.

Leader of Eclipse, one of Cerebras' largest investors with more than a 5% stake.

Managing Partner at SMBC Fin Atlas Beyond Fund co-leading Cymphony's Series A and commenting on insider risk redefinition.

Logan Green

Investor

Co-founder at Lyft

Angel investor in Monogram's $40M seed round.

Lonis Hamaili

Investor

Managing Partner at Cambrian

Guest presenting thesis that physical supply chain (wafers, memory, fabs) will capture more value than software labs; discusses memory pricing and chip fabrication.

Lonne Jaffe

Investor

Managing Director at Insight Partners

Insight Partners managing director co-leading Snorkel AI's $350 million Series E funding round.

Lu Zhang

Investor

Founder & Managing Partner at Fusion Fund

Venture investor noting that most developers using Kimi K3 are from startup ecosystem and models require technical expertise.

Luke Muehlhauser

Investor

Managing Director at Coefficient Giving

Managing director of Coefficient Giving's AI Governance and International Policy team, argues most AI safety funding exists but grantmakers and founders are the bottleneck.

Founder and managing partner expects companies will redirect labor budgets to AI spending, resulting in aggressive layoffs impacting U.S. employment.

Mario Schlosser

Investor

Oscar Health

Angel investor in Monogram's $40M seed round.

Angel investor who participated in AMI Labs seed funding round.

Investment officer stating that AI infrastructure companies need to be price insensitive to secure capital.

VC defending rising seed valuations based on proof of traction and founder execution track record in AI companies.

Partner at Bain Capital Ventures who invested in Norm Ai Series C; stated Norm has proven AI-native law firm model works.

Partner at ICONIQ who worked with Amit Agarwal on early Datadog investment in 2015 and supported Standard Template Labs from day zero.

Matt Miller

Investor

VC firm founder at Evantic

VC firm founder joining Synthesia's Series E as a new investor

Managing Partner at Left Lane Capital providing quote about Rork pushing barriers to software building in the mobile economy.

Business angel investor participating in the pre-seed funding round.

Partner at Quiet Capital leading the Series A round and joining Orchard's board; quoted on the company providing 'ground truth' for agriculture.

Founder of SPAC merging with Agility Robotics in $2.5 billion deal

Co-author of the State of AI 2025 report analyzing AI startup trends and benchmarks

Iconic Silicon Valley investor and Floodgate cofounder with early investments in Twitter, Twitch, and Lyft, interviewed about AI startup investing strategy.

Milan Kovac

Investor

Tesla

Angel investor in Prime Intellect's $130M Series A round for open superintelligence stack.

Miles Clements

Investor

Partner at Accel

Accel investor with nearly $1 billion invested in Anthropic commenting on customers not needing frontier models.

Mohanjit Jolly

Investor

Co-founder and Partner at Iron Pillar

Iron Pillar investor backing Freehand, emphasizing autonomous agents versus copilots as differentiator.

Murat Bicer

Investor

General Partner at CRV

General Partner at CRV who co-led the $49M seed round for Standard Template Labs alongside ICONIQ.

Nabeel Hyatt

Investor

General Partner at Spark Capital

General partner at Spark Capital with early investments in Discord, Descript, and AI note-taking app Granola, interviewed about AI investing thesis.

Naveen Chhabra

Investor

Principal Analyst at Forrester

Analyzed how Nvidia gains visibility into customer AI model preferences through Hugging Face acquisition.

Managing Partner at Mayfield venture capital firm; investor in Upscale AI's Series A-1 round.

VC partner who traveled to Shenzhen and Beijing to assess China's technological advances in robotics and data collection.

Said CCC is a business made better by AI, not worse, explaining private equity valuation approach to software under AI disruption concerns.

Analyst describing OpenAI's Instant Checkout as technology demonstration and commenting on challenges of focused consumer product strategy.

Angel investor in Prime Intellect's $130M Series A funding round.

Nick Davidov

Investor

Co-founder at Davidovs VC

VC expert quoted discussing how AI costs will decrease over time and IT budgets will shift toward AI investment.

Angel investor participating in General Intuition's $320M Series A funding round.

Announced EIB backing of NEURA Robotics, supporting Physical AI and cognitive robotics development in Europe.

Technology analyst noting the broad challenges OpenAI faces in improving financial fundamentals ahead of IPO.

Led a $25 million investment in Quilter, an AI company that develops software for printed circuit boards, and discussed the challenges of predicting OpenAI's competitive moves.

Angel investor in Monogram's $40M seed round.

VP at Radical Ventures providing feedback on Cohere Transcribe's performance and reliability for speech recognition.

Paolo Ardoino

Investor

CEO at Tether

Endorsed NEURA Robotics investment, discussing edge-first intelligence and autonomous robotics infrastructure.

Patrick Backhouse from Greenoaks co-led AIR's $50 million funding round and discussed the importance of AI agent security.

Indeed co-founder who participated as an angel investor in Capsa AI Series A round.

Former Commerce Secretary whose PSP Growth fund participated in Freehand's $75M Series B, backing AI for enterprise productivity.

Pete Flint

Investor

NFX

Angel investor in Monogram's $40M seed round.

Peter Fenton

Investor

General Partner at Benchmark

Led Ollama's Series A; joined board; stated open-weight models will generate supermajority of tokens in 18-24 months.

Philippe Botteri

Investor

Partner at Accel

Accel partner leading PointFive's $60M Series B round, quoted on the importance of engineering-based cloud and AI efficiency.

eBay founder and billionaire backer of Anthropic, whom OpenAI alleges funds opposition groups.

Ping Li

Investor

Partner at Accel

Partner at Accel venture capital who co-led Armadin's Series B funding round, emphasizing the need for AI-powered offensive security against agentic adversaries.

Managing Partner at Creaegis (Series C lead investor) commenting on Emergent's role in democratizing software development.

Provided critical feedback and invaluable support on the AI Engineer article.

Managing director agrees that 2026 budgets will shift resources from labor to AI investments.

Rama Sekhar

Investor

Partner at Menlo Ventures

VC partner explaining that acquisition speed is critical in AI world and high valuations enable stock-based deals.

Ramtin Naimi

Investor

General Partner at Abstract

Participated in Series B funding round for Dust and highlighted AI operators building agents across teams.

Investor backing Ineffable Intelligence who describes David Silver as a world-class researcher whose career demonstrates the ability to scale intelligence without human priors.

Co-founder of 8090 Industries which co-led Nscale's $2 billion Series C funding round.

Member of AI71 Board and CEO of VentureOne; co-lead investor in CNTXT AI's Series A round.

Led Brahma AI's $150M funding round and spoke about the company's Hollywood-grade technology heritage.

Led Island's Series F funding round and spoke about the company's control plane capabilities.

Leader of one of Cerebras' largest investors with more than a 5% stake.

Credit market participant noting that lenders are becoming pickier about which neoclouds to finance.

Phoenix Court co-founder stating that Europe can't simply rent AI capabilities but needs to build and hold its own infrastructure.

Rohan Anil

Investor

Core Automation

Angel investor in Prime Intellect's $130M Series A round for open superintelligence stack.

NewBuild partner backing Freehand, praising company's focused agentic approach and enterprise scaling.

Investment leader warning that reversal of AI trade is a key risk to global markets.

Bank of America analyst who characterized pre-1997 Boeing as 'a company where engineers were high church'

Angel investor who participated in AMI Labs seed funding round alongside her husband.

Ross Matican

Investor

Investor and Grantmaker at Halcyon Ventures

Signed a public letter on AI safety and embedded evaluations.

Ryan Cunningham

Investor

Founder at Edgerunner Ventures

Silicon Valley investor planning April trip to China for 10 investors to tour robotics factories and assess Chinese hardware prowess.

Co-author of the State of AI 2025 report analyzing AI startup trends and benchmarks

Sameer Gandhi

Investor

Partner at Accel

Co-leading $500M Series A investment in Mind Robotics and joining the board, backing RJ Scaringe's vision for industrial AI robotics.

Led Norm Ai's Series C round; stated that trust is hardest thing to earn in regulated AI market and Norm has built credible path to AI-native legal work.

Managing Partner at Premji Invest who led the $190M Series A-1 funding round for Upscale AI.

Phoenix Court co-founder discussing the shutdown of Anthropic's Mythos and Fable as a reminder that Europe needs to build its own AI capabilities.

Led Norwest's investment in Coval's Series A funding round.

Co-CEO of KKR who co-signed statement about AI compute infrastructure becoming a critical asset class.

Talked to fintech companies about pricing strategy and monetization paths

Seth Bannon

Investor

Board Member and Lead Investor at Fifty Years

Board member at Vercept and lead investor who helped raise the $50M total funding.

Seth Pierrepont

Investor

General Partner at Iconiq Capital

Argued that traditional input methods like keyboards are becoming outdated as AI systems become more agentic.

Managing Partner at Peak XV Partners providing quote about Luminai's platform approach to healthcare automation.

Venture capitalist planning to send his son to $75,000/year Alpha Kindergarten, believing education needs disruption by entrepreneurs.

Shaun Maguire

Investor

Partner at Sequoia Capital

Sequoia partner joining Valar Atomics' board as part of the company's $1B Series B funding round for nuclear reactor manufacturing.

Investor participating in Telepatia's Series A round.

Co-author of playbook for companies deciding to own their AI stack including evals, harness engineering, post-training and online learning loops.

Sonu Varghese

Investor

Chief Macro Strategist at Carson Group

Noted that one company's AI spending becomes another's revenue and profits.

Stacy Rasgon

Investor

Analyst at Bernstein

Analyzed Meta's Muse agent adoption potential and privacy concerns.

Confirmed using AI to write his Wall Street Journal opinion column criticizing Treasury Secretary Scott Bessent's bond buyback policies.

Investor from 'The Big Short' warned that markets are overdependent on OpenAI and Anthropic.

Partner at Foundation Capital, one of Cerebras' largest shareholders with more than a 5% stake.

Co-led Iceotope's $26M Series B funding round alongside Two Seas Capital, investing in liquid cooling technology for AI data centers.

Former Yahoo President who joined Nscale's Board of Directors bringing financial acumen and governance expertise.

Discussed how experiential and interactive content formats create emotional connection and drive stronger recall in thought leadership.

Co-founder of Coatue leading Databricks' $5 billion funding round.

Microsoft shareholder skeptical about Copilot product maturity and pricing clarity.

World Wide Web inventor who invested in AMI Labs as part of seed funding round.

Noted frenetic market moves and that earnings season will clarify AI trade momentum over next quarters.

Led the $21M Series A funding round for Halcyon and joined the company's board of directors.

Commented on Alibaba's AI spending and positioning for growth in cloud computing and AI models.

Managing Director at Citi Ventures, an investor in Quantifind's $200M growth round.

Co-authored Atlantic commentary arguing medicine should test autonomous AI doctors rather than relegating AI to supporting role.

Investor who continued supporting General Intuition in its $320M Series A round.

Angel investor who participated in AMI Labs seed funding round.

Yoon Sup Choi

Investor

Venture Capitalist and Researcher

South Korean AI researcher who noted IBM avoided clinical trials partly due to business risk.

Billionaire investor whose fund DST Global invested $100 million in Reflection AI's earlier funding round.

Discussed TENEX's differentiated AI-native architecture compared to traditional managed detection and response platforms.

Co-led Emerald AI's $150M Series A financing round as co-founder and managing partner of DCVC.

Led Accel's $26 million seed investment in Keenable; recognized opportunity in web-scale search infrastructure for AI.