Inside $17B Index Ventures: Anthropic, Wiz, Datadog & the Future of AI

Podcast: Sourcery · Sourcery with Molly O'Shea

Opublikowano: 2026-11-02

Shardul Shah, Partner at $17B Index Ventures, joins Sourcery from the firm's NYC office to discuss its investments in Anthropic, Wiz, Datadog, Simile, Parallel, and the next generation of AI companies. Shardul joined Index in 2008 and has backed some of the most important companies in cloud infrastructure and cybersecurity, including Wiz, acquired by Google for $32B. We discuss why startup valuations will keep rising, how Index invests in founders before they even have a business plan, the firm's approach to conviction and concentration, the future of cybersecurity in an agent-to-agent world, and the evolving IPO...