Sameer Dholakia
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Who Wins in the Next Decade of VC | Margin and Price Matter Less in a World of AI | Sameer Dholakia
Sameer Dholakia, Harry Stebbings
Bessemer Venture Partners recently closed a $5.75 billion fund structured to capitalize on Samir's forecast of a trillion-dollar AI supercycle, asserting that massive capital deployment is the primary competitive moat in an increasingly consolidated sector. The firm is aggressively deploying capital into high-conviction investments like Anthropic, Agora, and Waymo while anticipating a structural shift where companies remain private until public market demand for pure-play AI exposure peaks between 2026 and 2028. By prioritizing hyper-growth multiples and large single-position allocations, Bessemer aims to navigate a landscape where intelligence will eventually exceed oil as the world's largest market.