EPISODE · Apr 22, 2026 · 57 MIN
Investing in the Future: AI, Founders, and Values That Scale
from The David Daily Show · host David Goecke
AI is attracting a massive amount of attention right now, but the more interesting question is where capital is actually being deployed and why certain industries continue to be overlooked despite their scale.There are sectors like supply chain, logistics, and industrial infrastructure that represent trillions in global spend, yet they receive a fraction of venture investment. That disconnect creates a different kind of opportunity, one that requires a deeper understanding of both technology and the systems it’s being applied to.I’ve got Sonali Vijayavargiya joining me, Founder and Managing Director of Augment Ventures, where she focuses on backing founders using AI to transform these critical, real-world industries.We’ll be going into:1. Funding: Early-stage investing and founder evaluation2. Faith: Leadership philosophy and values in investing3. Future Tech: AI adoption in critical industriesThis discussion gets into how investors are thinking about founder quality right now, where AI is actually being implemented beyond surface-level use cases, and how personal conviction and values shape decision-making when capital is involved.If you’re building, investing, or trying to understand where AI is creating long-term value, this will be a useful one to sit in on.If you’re around, jump in live.
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Investing in the Future: AI, Founders, and Values That Scale
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