2025 Investment Outlook Panel - In the age of AI

Описание: Listen to our 2025 Annual Investment Outlook Panel with four top VCs based in Seattle and the Bay area. Get their perspective on the investment climate in 2025 and their plans to invest specifically in AI based startups. See how they did with their 2024 forecast and what their big predictions are for 2025.

Tim Porter, Managing Director, Madrona Ventures
Tim joined Madrona in 2006 and invests in B2B software companies in the Pacific Northwest. He is currently interested in intelligent applications and SaaS, cloud-native software infrastructure, the modern data stack, machine learning, DevOps, and cybersecurity. He is also a board member of numerous Madrona portfolio companies.

Sudip Chakrabarti, Partner, Pruven Capital
Sudip is a partner at Pruven Capital where he works with companies that are transforming the enterprise, cloud and infrastructure markets. Sudip's past investments include Exabeam, Heptio, Serverless.com, Datacoral, Spotnana, Temporal, Tesorio and Polly. He had also been a board observer at Databricks, Digital Ocean, Actifio, Mesosphere and Samsara.

Kellan Carter, Founding Partner, FUSE Ventures
Kellan Carter is a founding partner of FUSE where he focuses on early-stage investments in intelligent software in both horizontal and vertical categories. He currently sits on the Boards of Zuper, Pictory, Avante, Owl, Xemelgo and PDM Automotive.

Suman Natarajan, Senior Principal, B Capital
Suman Natarajan is a Senior Principal at B Capital’s San Francisco office, where she invests in startups powering the enterprise, across domains such as cybersecurity, cloud infrastructure, DevOps, data and ML/AI, and B2B SaaS.

Brought to you by TiE Seattle
Hosts: Shirish Nadkarni and Gowri Shankar
Producers: Minee Verma and Eesha Jain

Timestamps:
0:00 - Preview + Intro
2:41 - Investments in 2024 vs 2023
9:05 - Changes in Valuations in 2024
15:14 - Predicted Economy in 2025
23:03 - Where should you invest in 2025?
32:37 - The Future of Agentic AI
47:19 - Who's Going Public?
57:00 - Was their 2024 Predictions Correct?
1:04:25 - Predictions for 2025