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.
🎯 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
