In this episode of Non-Consensus Investing, host Ram Ahluwalia talks with VC Sheel Mohnot, the founder of Better Tomorrow Ventures, about his journey from entrepreneur to investor. They discuss the evolving venture capital landscape, the impact of AI on startups, and recent online controversies. The conversation also covers the future of computer science education, current venture trends, the evolution of venture funds, and the role of community and crowdfunding in modern investing. Shield provides insights on specific AI-driven startups and the challenges of valuation and growth in the current market environment.
(00:28) Meet Sheel Mohnot
(00:54) A breakdown of the Chamath DPII dispute
(03:08) Venture Capital and AI
(09:14) Evolution of Venture Capital
(16:08) AI’s Impact on Startup Growth
(21:09) Walmart Financing Strategy
(21:42) AR Automation in Enterprise
(23:11) AI in FinTech for Fraud and Compliance
(27:36) AI Startup Valuation Trends
(36:01) AngelList Evolution
(39:56) Future of FinTech