Index Ventures' Achadjian on AI Valuations, Investments

Index Ventures Partner Nina Achadjian jolins Caroline Hyde to discuss the firm's AI investments and the discrepancy between valuations in the AI space and everyone else. She speaks on "Bloomberg Technology."
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[@MTXSHO9732vV8SHO]

Nina focuses on venture and growth investments in enterprise SaaS, vertical SaaS, and AI. Previously, Nina was an FP&A Lead for Google’s AdSense team where she managed a multi-billion dollar book of business covering Amazon, IAC and eBay. Nina started her career as a high yield bond trader at Citigroup. She also started HIVE Ventures, the first seed venture fund focusing on Armenian entrepreneurs, where she invested in over 30 companies.

[@noopdawgg]

🎯 Key Takeaways for quick navigation:
00:00 *🤑 Valuations for AI companies are extremely high (100x), while non-AI companies trend around 10x.*
00:29 *💰 Index Ventures focuses on AI companies with clear ROI and customers, like Viz Comm for industrial design.*
01:27 *🕰️ Index Ventures builds relationships early with entrepreneurs through various channels.*
01:57 *💻 Code generation is an obvious use case for AI, with Fortune 500 companies adopting solutions like Anthropic.*
02:26 *🧠 AI can make sense of unstructured data and accelerate workflows for industries relying on pen and paper.*
02:56 *🌊 Consolidation is expected in the AI space due to unsustainable high valuations and the talent war.*
03:26 *🧑‍💼 Acqui-hires may become an attractive path for struggling AI companies to acquire talent.*
03:57 *💼 Digitizing massive manual industries like agriculture presents a huge opportunity for AI.*
Made with HARPA AI

[@Heru2088]

Yes indeed, 👏🏾👏🏾👏🏾👏🏾👏🏾👏🏾💎⭐️👑🌟👍

[@peaceofjo]

Peace

[@peaceofjo]

Chicago, okay I'm peace

[@TheRealBlueValhalla]

AI isn't ready

[@GAURAV25855ify]

Some of these jobs need to come to chicago

[@JohnSmith-bm6zg]

At the end of your life, this will all be irrelevant.

[@TheMagicJIZZ]

Sure but you commented in the process of living your life and it's on a website when you could have chosen not

[@sport504]

These VCs dont know shiiit

[@ahmedshaikh3438]

She's a quant.

[@GAURAV25855ify]

Whats that