Would You Invest in a Company With No Humans? | Emma Seymour

Would you invest in a company with no humans? From AI economics to agent mortality to the generational divide over what humanity actually means, this conversation goes places most AI podcasts are too cautious to go. In the fourth episode of Choose Your Stack, recorded at the MCP Dev Summit in New York City, Ryo Koyama sits down with Emma Seymour, investor at Arthur Ventures, a growth equity firm backing the fastest moving founders in AI and machine learning, to explore what the agentic era looks like from the other side of the cap table. Emma breaks down why the companies generating the most economic value are the ones using AI to complete entire units of work rather than just assist humans, what happens to a world dependent on agents when those agents disappear, and why AI is going to teach us more about humanity than anyone expects. 0:00 Intro 0:16 What Emma does 1:02 AI hot take: every agent will die 1:50 What happens when AI becomes infrastructure and then disappears 3:15 AI governance, governments, and propaganda 3:53 What companies will generate the most economic value 6:24 Would you invest in a non-human company 8:04 Generational adoption of AI 10:21 Wall-E, the Matrix, and what AI means for humanity Are we ready for what comes next? Or are we closer to Wall-E than anyone wants to admit?