Top SF VCs Discuss Agentic & Vertical AI | EP 02

As we transition into agentic models, it’s evident there’s a blend of optimism and caution. In this panel discussion, I was joined by Jon Chu (Khosla Ventures), Pranav Reddy (Conviction), Andrew Brackin (Gradient), Arash Afrakhteh (Pear VC), Alejandra Vergara (Bee Partners), and Nahim Nasser (Georgian) as we explored: • why agentic AI will drive systemic shifts across various industries • the need to define scalable, high-impact use cases for agent-driven solutions • shifting dynamics of human-machine interaction • how agentic AI is advancing in parallel with LLMs • why regional disparities and emerging foundation models could profoundly shape future progress, and • how value will accumulate for vertical companies beyond the API Let’s jump right in. 00:00:00 Trailer 00:02:13 Introduction 00:11:47 Current State of AI 00:21:00 Investment Insights and Startup Pitfalls 00:30:49 Vertical vs Horizontal 00:42:09 Evaluating Business and Team Dynamics 00:51:19 Different ways to look at AI 00:58:06 The AGI Landscape 01:01:17 Outro Connect with us here: 1. Jon Chu- https://www.linkedin.com/in/jchu/ 2. Pranav Reddy- https://www.linkedin.com/in/pranavgreddy/ 3. Andrew Brackin- https://www.linkedin.com/in/andrewbrackin/ 4. Arash Afrakhteh- https://www.linkedin.com/in/arasha/ 5. Alejandra Vergara- https://www.linkedin.com/in/alejandra-vergaral/ 6. Nahim Nasser- https://www.linkedin.com/in/nahimnasser/

Agentic