AI Ignites VC Frenzy, Unpacking Shifting Founder Dreams & Investment Strategies | Aug 11, 2025

Host Akash Pasricha dives into the unprecedented boom in venture capital fueled by AI, joined by Natasha Mascarenhas and Jon Sakoda. Bain Capital Ventures' new partners, Abby Meyers and Ron Miasnik, reveal their focus on "physical work" tech and traditional industries benefiting from AI. Finally, Sam Lessin of Slow Ventures shares his candid thoughts on founders seeking "optionality" and how VCs are "subsidizing" AI products, drawing parallels to the early consumer internet era.

Article discussed on this episode:

• https://www.theinformation.com/articles/unsolicited-term-sheets-declining-dry-powder-inside-ai-deal-rush

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