Akash Bajwa - AI + Software Investing in 2024

Episode notes

Our Guest: Akash Bajwa is an investor in fintech and B2B SaaS at Earlybird Venture Capital , a European venture capital firm with 2 billion Euros in assets under management (AUM). Episode Topics: Akash and Earlybird’s investment criteria Areas in early-stage native AI that Akash and Earlybird are excited about Akash discusses the unique skill sets needed for native AI founders. Is building an AI-focused business similar to the well-established SaaS playbook? Akash’s views on investor returns if gross margins decrease to 50% in AI-driven software. How are software pricing models going to evolve in an AI world? Methods for assessing a founder's execution ability during early-stage fundraising. Akash’s views on vertical software and implications of AI lowering barriers to software creation. Akash's view on AI's capital intensity + its implications of this for investors. Resources: About Cloud Returns by Cloud Ratings: Cloud Returns covers ALL types of software investing, whether seed, venture capital, growth equity, private equity, debt, and the public markets.

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