Ethan Kurzweil on Venture Investing in the Post-ZIRP, AI Era

In this episode of the Odd Lots podcast, Ethan Kurzweil, founder of Chemistry VC, shares insights from a live recording about the current state of venture capital. He compares today’s landscape to the zero interest rate period of the 2010s, pointing out the overabundance of capital back then and the cautious optimism we see now, largely driven by the potential of AI. Kurzweil highlights Chemistry VC's commitment to early-stage investments, arguing that this strategy can yield better returns despite the challenges posed by rising interest rates and stiff competition. The conversation also explores how AI is reshaping investment evaluations, the risk of major players dominating the AI sector, and the wider societal effects of AI's growing capabilities and the democratization of technology.