LLMs to agents: The Beauty & Perils of Investing in GenAI // VC Panel // Agents in Production
Speakers

Paul van der Boor is a Senior Director of Data Science at Prosus and a member of its internal AI group.


George Robson is a Partner at Sequoia, focusing on fintech and consumer. Prior to being one of Sequoia’s first hires in London, George worked as a Product Owner at Revolut. He supports a mix of companies including Trade Republic, Mos, Telda, Two, Pennylane and the founders who join Arc, Sequoia’s early stage catalyst. George started his career in Investment Banking at Morgan Stanley and co-founded Kickstart Global, a London-based accelerator.

SUMMARY
In this segment, the Panel will dive into the evolving landscape of AI, where large language models (LLMs) power the next wave of intelligent agents. In this engaging panel, leading investors Meera (Redpoint), George (Sequoia), and Sandeep (Prosus Ventures) discuss the promise and pitfalls of AI in production. From transformative industry applications to the challenges of scalability, costs, and shifting business models, this session unpacks the metrics and insights shaping GenAI's future. Whether you're excited about AI's potential or wary of its complexities, this is a must-watch for anyone exploring the cutting edge of tech investment.

