Masters in Business · Friday, July 3, 2026
Mamoon Hamid, managing partner at Kleiner Perkins, discusses the firm's early investment strategy in AI, focusing on companies that build on frontier models. He highlights the immense opportunity driven by AI, comparing its impact to the Industrial Revolution and emphasizing that software remains crucial despite the current focus on foundational AI models.
“This is a truly once in a lifetime revolution that we're going through with AI, and the number of exciting companies people that we're seeing right now as at an all time high.”
“I absolutely agree with you Barry. It is like the industrial revolution, it's like the railroads, it's like the printing US. Is it is that it's not the Internet.”
“The reality is like the way we as humans interact with software, with with the technologies through software and through things you know we have known to be called software and tools and so.”