Ankur Nagpal
speaker
437 appearances
1 recordings
1 series
first heard Jul 2026
last heard 7 Jul
Ankur Nagpal’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Totally.
But AI is no longer a category.
AI kind of inflects everything.
All right, explain that.
So I don't believe we're at a point where there's AI and non-AI companies.
Every business has an AI component.
It's like saying I invest in tech companies.
Every company today in the S&P 500 has tech.
And I think we're about there with AI as well.
In terms of categories that are interesting, I mean, we're investing across the spectrum.
However, there's been a general trend towards businesses doing hard things, right?
Like today, if you're telling me you're gonna build a CRM that does things better with AI,
Your company may do well, but one, it's not a sexy narrative, right?
It's not the narrative that's going to get people inspired to come work for you.
It's not an inspiring fundraising narrative.
So a lot of the companies right now that we're focusing on but also doing well are those trying to tackle hard problems, you know, build physical things, solve the energy crisis, like actually build the tooling and piping behind the AI, new foundation labs.
There's all of this very inspiring technology.
And from that sense, it's never been a better time.
The short answer is we cannot, and therefore we don't.
The way I think about this fund is we're a capital machine.
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