Nikhil Basu Trivedi

Nikhil Basu Trivedi: Why 99% of AI Investments Will Go Bust | E1057

Nikhil Basu Trivedi, Harry Stebbings

A venture firm led by a partner team advocates for a disciplined investment philosophy that prioritizes traction and founder resilience over market size projections or rigid thesis constraints. By operating with a $175M fund size, the firm targets outlier companies like Canva while avoiding large early-stage rounds that encourage stagnation, enforcing a strict voting protocol where deals require unanimous strong support. Their strategy focuses on capital efficiency, diverse LP relationships, and a hands-on operational model where both partners attend every board meeting to ensure true partnership and avoid diluting conviction in follow-on investments.