20VC: You Need $1BN To Do Seed Today: The Untold Truths of Venture | Who Wins and Who Loses in the Next Decade of VC | Why Margin and Price Matter Less in a World of AI with Sameer Dholakia, Bessemer

Sameer Dholakia, Pertner at Bessemer, joins the show to discuss the state of ventre capital in the age of AI. He shares why Bessemer raised a $5.75BN fund, including a $1.75BN seed fund, and why he believes we are in a supercycle. The conversation covers Bessemer's contentious decision to back Anthropic, the durability of closed AI models, and why capital itself has become a moat. Sameer also challenges the traditional 'triple, triple, double, double' growth model and explains why companies will stay private longer.