← Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)5 days ago · 46 min
Shardul Shah of Index Ventures on Why the Founder Is the Investment Thesis
Before the market is obvious, what gives an investor the conviction to act?
In this episode of Technoventure, Peter High speaks with Shardul Shah, Partner at Index Ventures, about why exceptional founders can matter more than early market signals. Shardul shares lessons from investing in companies including Datadog and Wiz and explains how he evaluates conviction, high agency, and founders who can “hold contradiction with ease.”
They also explore:
How AI is reshaping enterprise software and infrastructure
Why companies born before 2025 need to reinvent themselves
The rise of machine-to-machine cybersecurity
Why enterprise AI adoption begins with culture and risk
How Shardul uses relationships and AI agents to accelerate learning
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