In this episode, Amir chats with Samir Kumar, Co-Founder and General Partner at Touring Capital, about platform shifts in technology and the role of AI in future advancements. Samir shares Touring Capital’s investment philosophy, focusing on series B investments in software-centric companies. He discusses the competitive dynamics between startups and tech giants in the AI space, challenges and opportunities in building AI-driven business models, and the future impact of technologies like the metaverse and blockchain. Highlights: - 02:53 Platform Shifts in Technology - 06:22 AI and the Role of Incumbents - 10:30 Opportunities and Challenges for Startups - 18:34 Narrow Focus and Industry-Specific AI - 25:06 Outcome-Based Pricing and Monetization Guest: Samir Kumar is co-founder and General Partner at Touring Capital. Before co-founding Touring, Samir was a Managing Partner at M12 (Microsoft’s Venture Fund), where he led investment activities in horizontal/vertical AI, deep tech, and hardware-enabled software companies. Samir’s notable investments include Applied Intuition, Psi Quantum, Wandelbots, Syntiant, D-Matrix, Regrow, and Netradyne. Samir previously held senior product and strategic business development roles at Qualcomm, Samsung, and Microsoft. He developed a strong passion for AI after delving deep into neural networks a decade ago; this ultimately paved the way for him to become a venture investor. Samir is a graduate of Cornell University. LinkedIn: https://www.linkedin.com/in/samirkum/ ---- Thank you so much for checking out this episode of The Tech Trek. We would appreciate it if you would take a minute to rate and review us on your favorite podcast player. Want to learn more about us? Head over at https://www.elevano.com Have questions or want to cover specific topics with our future guests? Please message me at https://www.linkedin.com/in/amirbormand (Amir Bormand)