David Weisburd

So before we started recording today, you said that the five factor analysis could be completed in under a minute.

How can investor very quickly ascertain the factors in their investment?

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This helps when investors discover the show and keeps us bringing you these conversations week after week.

On that note, Alex, it's been an absolute masterclass.

Thanks so much for jumping on.

Looking forward to doing this again soon.

Thanks so much for coming on.

So Kamila, you started at Meta, where you were top AI engineer, and now you run Perceptive Ventures, one of the top agentic AI seed funds in the world.

Tell me about how your experience from Meta informs your day-to-day as a venture capitalist.

How do you know whether big tech, whether meta, Facebook or anthropic

OpenAI is going to go after space or not.

If there's not top engineers on meta that are going to go after a problem, you think that's a safer place to build a startup and to build something that could be dominant there versus having to compete every day against these large LMs?

So when you started Perceptive early on in your genesis, you made a big bet that the future of AI would be agentic.

Why is that?

So do you fall in the camp where you believe AI will destruct human labor, or do you think it's going to make things so efficient that more people will transact and there'll be more opportunities for business?

Being on the inside and seeing all the disruption that's down the pipeline, what's your framework for figuring out what AI disrupts in the near term future and over long term?

Last time we chatted, you said that there's a couple of players in the market that saw this agentic future years ago and they have a head start.

Tell me about these companies.

Seed stage venture capitalists in general have a difficult job of predicting the future 10, 12, 14 years from now.