Charles HudsonFounder and Managing Partner, Precursor Ventures

Themes in Venture Capital Enterprise and AI #ai #investing #venturecapital #duet #podcast

27 Apr 2025 · 1 min

Watch on YouTube

0:33

Charles Hudson discusses how venture capital follows themes and proposes combining established enterprise/cybersecurity themes with the newer AI theme — particularly AI agents — to create startup opportunities. He is confident organizations will increasingly use agents over the next five years, with tasks growing from simple to more complex.

Chapters

It's like all enterprise software, but with the added twist of this new thing called agents that are not fully well understood. But I also feel like venture capital dollars tend to follow themes. And if you just say, well, enterprise and cybersecurity have been a good theme and AI is a new theme. What if we take was traditionally a good theme and marry it with this new theme? There ought to be space for new companies. And sometimes the answer is it's a good market, but just not a good market for startups. I'm very curious. I am quite confident in the next five years many organizations will use agents to do many things. Maybe today it's simple. TAS over time will become more complex tasks.