What VCs Really Think About Personal AI Agents | E2347

This Week In Startups is made possible by:

Plaud: http://Plaud.ai/twist Odoo: http://Odoo.com/twist Northwest Registered Agent: http://www.northwestregisteredagent.com/twistdomain Quo: https://www.quo.com/perks/twist

Today’s show:

A personal AI agent that’s still invite-only just hit a $10 billion valuation. Guest host Deedy Das of Menlo Ventures is joined by Kanu Gulati of Khosla Ventures, Chris Farmer of SignalFire, and Sheel Mohnot of Better Tomorrow Ventures to debate whether Instinct can beat Meta’s Muse, what they actually use their own agents for, and what breaks when everyone’s agent makes the same move.

Plus we’re also talking about OpenAI’s math breakthroughs, the Factory vs. Cognition fight, and whether SaaS is still worth funding. Catch the whole debate on this week’s VC roundtable.

Guests:

Deedy Das on X: https://x.com/deedydas Menlo Ventures: https://menlovc.com

Kanu Gulati on X: https://x.com/KanuGulati Khosla Ventures: https://www.khoslaventures.com

Chris Farmer on X: https://x.com/chriswfarmer SignalFire: https://www.signalfire.com

Sheel Mohnot on X: https://x.com/pitdesi Better Tomorrow Ventures: https://www.btv.vc

Relevant Links:

OpenAI’s 722 math manuscripts from an unreleased internal model → https://github.com/openai/math