In this podcast episode, Molly O'Shea interviews Alex Kolicich, founding partner at 8VC, about 8VC’s portfolio construction, the VC ecosystem, the rate of innovation with AI, and the opportunities ahead. The conversation also covers the importance of understanding the limitations to AI and areas where these technologies will likely have the most impact.

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Resources

Alex’s Writing: https://www.alexkolicich.com/
Subscribe to Sourcery: https://www.sourcery.vc/

Companies Mentioned

Ollama https://ollama.com/
PerplexityAI https://www.perplexity.ai/
Copilot https://docs.github.com/en/copilot
Magic.dev https://magic.dev/

Timestamps

(00:00) Intro and Alex's Background

(00:54) Origins and Evolution of 8VC

(01:52) Investment Strategy

(07:02) The Current State of VC

(14:09) Alex's Predictions and Insights on AI

(27:13) Alex's Take on Verticalization

(35:15) Moats

(39:11) What's With the Number 8?

(43:31) Advice for Founders - Seed to Series B Stage

Alex Kolicich, 8VC: Exodus of Venture Capital, AI Predictions

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