Early Anthropic investor Anjney Midha unloads on traditional venture capital, arguing firms failed investors by missing the AI revolution. He explains why he’s still buying Anthropic, predicts public markets will embrace frontier AI, and reveals why Stripe’s OpenRouter acquisition may really be a massive bet on securing the agentic internet.
Chapters:
00:01:30 – Why Traditional VCs Failed to See the AI Opportunity
00:04:13 – How AI IPOs Could Change Startup Funding
00:05:44 – Is Venture Capital Broken?
00:08:10 – Building the Next Generation of AI Investors
00:09:22 – Why Stripe Acquired OpenRouter
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