[SEA AI WEEK] Agentic AI + Infrastructure Day VC Panel: What's Actually Investable in Agentic AI

​Every pitch deck says "agents." Which companies will last? Investors explain how they separate durable agentic AI companies from the hype.

​Featuring

​Martin Tobias, General Partner, Incisive Ventures

​Longtime Seattle founder and investor who founded Loudeye, a digital music pioneer that went public in 2000, and was later a venture partner at Ignition Partners. He has backed hundreds of startups, and now runs Incisive Ventures, a $10.5M pre-seed fund for B2B software that he believes is where AI’s biggest value will land.

​Ankur Tyagi, Founder & GP, OnlyExit

​Ankur founded OnlyExit, a Seattle fund and accelerator that pairs experienced operators with AI-native builders. Before that, he founded and exited Spaces Financial, an AI-native fintech company in rewards. He started his career at ZS. He knows both sides of the table, as a founder and as an investor.

​Sheldon Menezes, Head of Ecosystem and Strategy, Zoom
Sheldon is based in Seattle and works at Zoom on ecosystem strategy and corporate development, including M&A and venture investments. He was part of the team that announced Zoom's acquisition of Common Room, an AI-native GTM intelligence platform. He'll speak to how a large platform evaluates agentic AI companies, partnerships, and build-vs-buy.

​Aniket Naravanekar, CEO & Co-founder, Skillsheet (Moderator)
Aniket co-founded Skillsheet and is co-hosting Seattle AI Week with Thinkspace. He'll keep the conversation practical: what's real, what's fundable, and what founders should stop overselling.

​Agenda

• ​1:00 Panel discussion

• ​Audience Q&A

​Who should attend: founders building agents and anyone fundraising in agentic AI.

​📍 Thinkspace Seattle, 1700 Westlake Ave N #200, Seattle, WA 98109, on Lake Union

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​Part of Seattle AI Week, hosted at Thinkspace in partnership with Skillsheet. Full calendar: https://luma.com/thinkspace

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