Strictly VC

Man! If you can pull your attention away from trying to figure out what the hell just happened at OpenAI, we have a new StrictlyVC Download for you this week. Featuring Medha Agarwal and Amy Yin, we talked with the pair because both just joined the early-stage venture firm Defy, Agarwal as a general partner and Yin as a venture partner. It’s a big deal for both, particularly Agarwal, who spent the last seven years with Redpoint Ventures, where she was a partner.

We discussed a range of things, including valuations right now, how they’re approaching AI as an investment theme, and how interested or not they are in all things web3, given that Bitcoin is staging a comeback. (Yin logged several years at Coinbase as an engineer.) Hope you enjoy it.

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