Term Sheet Next: GV's Sangeen Zeb on investing in AI unicorns like Harvey, Thinking Machines, and OpenEvidence | Fortune
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Term Sheet Next: GV's Sangeen Zeb on investing in AI unicorns like Harvey, Thinking Machines, and OpenEvidence | Fortune
"I'm eight, my family has no money, and the local news is on: 'Warren Buffett's the richest man in the world, and he lives here.' How did he make his money? Was it chemicals? Is he an inventor? Is it real estate? No, he bought stocks."
"If this person fails, would I turn around and hand them a check to go do something else the next day?"
"And I said: there's no land. They're running on lava. They know the models are changing underneath them, the way we're interacting with software is changing. Soon, software will be talking to other software... [At Harvey], they were always hyper-aware of all this. They were saying: 'We have to move faster. We have to push"
Sangeen Zeb grew up in Omaha influenced by Warren Buffett and learned about investing at a very young age. He joined Google Ventures in 2021 and serves as a general partner investing in AI and enterprise companies. Portfolio highlights include OpenEvidence (valued at $3.5 billion), Harvey ($5 billion), and Thinking Machines ($12 billion after seed). His investment framework asks whether a company can be large, whether the founder can execute, whether he would fund the founder again if they failed, and whether the founders can keep pace with rapid technological change. He emphasizes urgency as models and software interactions shift quickly.
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