#29 | Redefining The Competitive Edge, Venture Discipline, and the Future of Vertical AI with Annelies Gamble - Partner at Zetta Ventures
Edge Cases: The Human Side of AI
Release Date: 09/23/2025
#30 | Building the Backbone of the AI Economy - What It Takes to Deliver Hyperscale Compute with Éanna Murphy - CEO & Founder of Montera Infrastructure
Edge Cases: The Human Side of AI
As AI shifts from training to inference, founders, investors and VCs face a new frontier: the physical infrastructure that enables massive compute. In this episode, Frazer and Éanna discuss: The hidden development lifecycle of a hyperscale build - from dirt to green lights - and what that means for build‑to‑suit strategies. Why power, latency and land have become the new scalers of value, and how to spot when infrastructure constraints turn into opportunity. How investors and founders can position themselves early in this “third wave” of data‑centre build‑out...
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#29 | Redefining The Competitive Edge, Venture Discipline, and the Future of Vertical AI with Annelies Gamble - Partner at Zetta Ventures
Edge Cases: The Human Side of AI
As the wave of AI-enabled vertical SaaS startups rises, founders face critical questions: How do you attract the right investor who deeply understands your market? What makes a true vertical AI company stand out in a saturated landscape? In this episode, Frazer and Annelies discuss: How vertical AI startups can find their strategic wedge - and why brute force and feedback loops matter more than a flashy pitch. What today’s top-tier investors are really looking for when backing AI-driven SaaS companies in legacy industries like insurance, logistics, and supply chain. The mindset...
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#28 | Vestigo Ventures’ 2025 Predictions: The AI Tsunami, Investing, and Exits
Edge Cases: The Human Side of AI
AI is reshaping the financial services industry faster than ever—but what does that mean for subsectors like WealthTech, investing, and the future of exits? In this recording of the Vestigo Ventures’ Future of FinTech Webinar, Frazer is joined by Vestigo Ventures’ Mark Casady, Ian Sheridan, Nick Kim, and Dave Blundin to break down: How AI is driving a massive transformation in WealthTech, from compliance automation to AI-augmented decision-making The key factors that separate winning AI startups from weaker ones—and why go-to-market strategy is now the biggest differentiator The...
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#27 | AI, Energy, and The Global Power Shift: Ray Wang on China's Robot Economy, Enterprise AI, and the Future of Automation
Edge Cases: The Human Side of AI
What does China’s race to zero-cost energy mean for AI, automation, and the future of global business? In this episode, Frazer and Ray discuss: > How China’s energy strategy and AI development could reshape the future of global industries and competitive dynamics > How automation and the rise of the "robot economy" are transforming labor markets and redefining economic power > Why the future of AI and enterprise adoption will depend on controlling energy, data, and compute—and who’s positioned to win — Ray Wang, a tech luminary, is the Co-Founder & Chairman of...
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#26 | Insights from Founders on AI Innovation with David Blundin & Frazer Anderson
Edge Cases: The Human Side of AI
of Aaru, of Clerkie, and of Farsight AI sit down with David Blundin and Frazer Anderson of Vestigo Ventures at the 2025 World Economic Forum in Davos to share how they’re leveraging technology and AI innovation to transform industries. In this panel, they discuss: > Where the real profits are being generated in AI systems > Why timing is everything for entrepreneurs to seize opportunities > Strategies for navigating the pace of innovation in AI -- To learn more about how Ned is predicting the world’s events with Aaru, visit its website: To learn more about how Guy...
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#25 | From Marvin Minsky to Daniela Rus, Leading The World's Most Historic AI Lab & Building A Better Future With Intelligent Machines
Edge Cases: The Human Side of AI
Daniela Rus, Director of MIT's CSAIL, joins Frazer to explore the intersection of leadership, innovation, and the transformative potential of AI. In this episode, they discuss: > How CSAIL has become a global leader in AI and robotics, driving breakthroughs that impact industries worldwide. > The essential frameworks for deploying AI ethically and efficiently while building trust in intelligent machines. > The role of visionary leadership in using AI to address challenges, inspire innovation, and shape a sustainable, tech-enabled future. — Daniela Rus is the Director of the...
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#24 | Leveraging Data to Revolutionize Insurance Compliance & Risk Management with Ashwin Agarwal - CEO & Co-Founder at Advocate
Edge Cases: The Human Side of AI
What does it take to turn a bold vision into a transformative business, especially in a complex, data-driven industry like insurance? In this episode, Frazer and Ashwin discuss: > How applying first principles and balancing operational grit with strategic vision can turn complex markets into playgrounds of opportunity. > Why product differentiation and data transparency are key to disrupting traditional markets and building scalable, impactful businesses. > The value of leveraging technology to automate compliance processes, reduce operational friction, and unlock new growth...
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#23 | Delivering AI Solutions to the Enterprise with Conor Twomey - Co-Founder & CEO at AI One
Edge Cases: The Human Side of AI
How can businesses leverage AI to create data-driven solutions and scale efficiently in today’s competitive FinTech environment? In this episode, Frazer and Conor discuss: > How AI is transforming business innovation by enabling companies to reimagine workflows, fuel growth opportunities, and expand market reach beyond mere cost-saving > Why a strong data strategy is crucial for leveraging AI to drive precise and confident decision-making > How generative AI is democratizing advanced technology by lowering skill barriers and making it accessible for businesses of all sizes - -...
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#22 | The State of the Union and AI with Vestigo’s General Partners, David Blunding and Mark Casady
Edge Cases: The Human Side of AI
In this recording from our 2024 Annual General Meeting, Dave and Mark discuss: The importance of early career diversity and gathering varied experiences before specialization The role of technological spikes such as the PC and internet in shaping wealth creation, but the next AI-driven spike is expected to surpass previous waves significantly Why you need to run hard during windows of innovation AI's low barrier to entry in changing how talent and innovation are leveraged
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#21 | Building a Capital-Efficient Business in the Age of AI with Vestigo Portfolio Founders
Edge Cases: The Human Side of AI
In this recording from our 2024 Annual General Meeting, Ian Sheridan, Managing Director at Vestigo Ventures is joined by Vestigo portfolio founders in a panel on building capital-efficient businesses in today’s rapidly evolving technological landscape. John Cottongim, Co-Founder and CTO of Roots Automation, Jimmy Hatzell, Co-Founder and CEO of Hatz AI, and Emma Zhang, Co-Founder and CEO of PactFi, dive into the strategies they’ve implemented to achieve capital and operational efficiency at their respective startups: As Roots Automation matures from early-stage R&D, it now focuses on...
info_outlineAs the wave of AI-enabled vertical SaaS startups rises, founders face critical questions: How do you attract the right investor who deeply understands your market? What makes a true vertical AI company stand out in a saturated landscape?
In this episode, Frazer and Annelies discuss:
-
How vertical AI startups can find their strategic wedge - and why brute force and feedback loops matter more than a flashy pitch.
-
What today’s top-tier investors are really looking for when backing AI-driven SaaS companies in legacy industries like insurance, logistics, and supply chain.
-
The mindset shift from founder to investor and how operator intuition can sharpen your go-to-market and long-term defensibility.
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Annelies Gamble is a Partner at Zetta Ventures, an early-stage venture firm backing AI native B2B startups. Prior to Zetta, Annelies founded Prima, a vertical AI company in the supply chain and manufacturing space. While based in Mexico, she scaled Prima to over 80 employees, led engineering and supply operations, launched the U.S. business, and raised more than $45M in venture funding. Before founding Prima, Annelies was a Co-Founder and Partner at Scribble Ventures, where she invested in over 30 early-stage AI startups.
Annelies started her career at Dropbox, helping launch the company’s Product Analytics team. She holds a degree from Yale, where she was a three-season Division I varsity athlete and President of the Yale Entrepreneurial Society.