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1 episodes · 18 quoted claims
Rudina Seseri compares the current AI investing environment to the year 2000 but says today's is more pronounced.
“The closest sort of sentiment to what I'm experiencing and we're all experiencing right now. It was in 2000, but even then, I think it wasn't as pronounced as it is today.”
Rudina Seseri says the old Series A round was typically eight to 10 million dollars.
“The old A was eight to 10 million.”
Glasswing Ventures has invested in physical AI companies including Unconventional AI and Recursive AI, whose raises range from 100 million to 500 million dollars.
“we've invested in unconventional AI and recursive AI and a bunch of other sort of 100 million, 200 million type raises of 500 in some instances.”
Rudina Seseri says she grew up in an Albanian culture that treated education as the most precious gift because no one could take it away.
“I grew up in a culture I'm Albanian, where education was your most precious, same, yeah, you know, gift, because no one could take it from you”
Rudina Seseri says about 30 percent of prescriptions are never picked up.
“30 of prescriptions do not get picked up.”
Seseri describes a Glasswing portfolio company, pronounced in the transcript as Assafi, that automates pharmacy prescription fulfillment.
“So I've just described a company called Assafi in my portfolio, whereby that's literally what they do”
Seseri says Microsoft with Fabric, OpenAI and Anthropic pitch their platforms as a layer on which customers build their own agents.
“players like Microsoft with Fabric and OpenAI and Anthropic. Whereby they're saying, you can just buy us as the layer and then build the agents on top of us”
Rudina Seseri says she receives 45 to 63 emails per hour.
“I get 45 to 63 mails per hour. It's incredible.”
Seseri says Glasswing portfolio company D2 provides MCP security, which the firm uses to stay compliant while an AI agent reads her email.
“we have a company called D2 that's basically providing that MCP security, and we couldn't be in compliance if we didn't have that capability applied.”
Liquid AI was founded out of MIT by Ramin Hasani and Daniela Rus, according to Seseri.
“Ramin, Hassani and the amazing Daniela Rus, um, founded that business out of MIT.”
Seseri says Liquid AI computes at the edge, which she says improves compute efficiency.
“what Liquid AI and Ramin is doing is actually computing at the edge, so that, in and of its own, sort of has different ramifications for compute efficiency.”
Seseri says Liquid AI's models shrink or expand their compute use depending on need, unlike a fixed pipeline.
“it shrinks if it doesn't need all that compute and it expands as it needs it.”
Seseri credits Ryan Durkin's Mass AI initiative with helping Massachusetts take pride in its AI ecosystem.
“with initiatives like what Ryan Durkin has done with Mass AI, we're finally waking up and taking pride in what has been built.”
Seseri says Perplexity is the investment that got away, because Glasswing saw it many times and passed, judging it a thin wrapper without a moat.
“Depending on the day that you ask me, is perplexity because we saw it many, many times and passed on it”
Seseri says Glasswing employs about eight full-time AI engineers.
“We have, gosh, like eight AI engineers, full time.”
Glasswing built a multi-agent diligence platform that Seseri calls the brain platform, with agents that interact with each other.
“we've actually built out what I call the brain diligence platform. Not only is it multi agent, they all interact with each other.”
Seseri says Glasswing's sourcing system rated about 104,000 founders one week and over 105,000 the next.
“last week it was about 104 zero founders, this week was over 105 zero, and they get ratings.”
Seseri says Union Square Ventures used to say that successful founders are often people who have known each other since childhood.
“Unisquare Ventures always used to say when it comes to it, it's founders that have known each other since childhood.”