Where Top VCs Are Placing Their AI Bets In 2025

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Agentic

George Bandarian

18 episodes

4 days ago

The Agentic Podcast, hosted by George Bandarian, General Partner & CEO at Untapped Ventures, leads deep discussions that uncover the untapped potential and breakthroughs of autonomous AI systems shaping the future. Featuring insights from founders, investors, and industry leaders, we dive into the impact of Agentic AI on industry and society, breakthroughs in machine learning, the future of responsible AI, and the convergence of human and machine intelligence.

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Where Top VCs Are Placing Their AI Bets In 2025 | Agentic EP 04

Agentic

54 minutes 52 seconds

10 months ago

Where Top VCs Are Placing Their AI Bets In 2025 | Agentic EP 04

With $90B poured into AI over the past year, where is the focus going to be in 2025? I spoke to four top investors to find out.

1. Yipeng Zhao (Embark Ventures) believes AI offers a one-year head start. Fast GTM wins. Slow movers risk irrelevance.

2. Hari Arul (Khosla Ventures) has stopped backing co-pilots altogether. His take? Human-in-loop models won’t survive past 2026.

3. James Shecter (Fika Ventures) says enterprises need the illusion of control over their AI workflows.

4. Nicole Toussaint (TenOneTen Ventures) sees the “Scopely moment” for AI agents approaching fast — and soon, market entry will outweigh engineering breakthroughs.

Tune in now.

Connect with us at:

1. Yipeng Zhao: https://www.linkedin.com/in/yipengzhao/

2. Hari Arul: https://www.linkedin.com/in/hariarul/

3. James Shecter: https://www.linkedin.com/in/jamesshecter/

4. Nicole Toussaint: https://www.linkedin.com/in/nicole-toussaint-2874a1106/

5. George Bandarian: https://www.linkedin.com/in/georgebandarian/

6. Untapped Ventures: https://www.linkedin.com/company/untappedventures/