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Nihar Bobba

Will Vertical AI Survive?

Will Vertical AI Survive?

In the past 3 weeks, Anthropic in particular has been on an absolute tear. Claude Code, Cowork, Claude for Excel and Claude for legal review have left the market asking questions of the entire Saas industry and the emerging Vertical AI ecosystem at large. The current consensus view is saas

Team or TAM? Wrong question…

Team or TAM? Wrong question…

For early stage venture investors a consistent debate has always been Team or TAM. Both sides share compelling evidence but where you land is typically a by-product of an innately human perception of risk and tolerance for the messy unknown. Generally, I’ve come away from this debate with the

AI-Native Systems Are The Default

AI-Native Systems Are The Default

A few weeks ago, I published Fintech x AI: The Next Great Intersection, the first of a two part segment, wherein I shared more about the opportunities we are currently observing at the intersection of Fintech x AI. I covered emergent business models, the types of products taking shape and

Fintech x AI: The Next Great Intersection

Fintech x AI: The Next Great Intersection

We recently announced our third fund at BTV and on the back of that, JC in On the Heels of Fund III: Fintech’s Next Chapter, shared our thoughts on why fintech is “back again”. At BTV, we’ve always thought of ourselves as investors at the intersections. Specifically where

Why We Invested in Monk

Why We Invested in Monk

Excited to announce Better Tomorrow Ventures investment in Monk, where we led their $4M seed round earlier this year. Founders, George Kurdin and Joe Zhou are building the complete agentic stack for the ~$3T outstanding accounts receivable (AR) problem. In the 6 months since investing, they’ve already landed high

Announcing BTV III 🚀

Announcing BTV III 🚀

🔗Covered in Techcrunch here We’ve Raised $140M And, Spoiler Alert, We’re Still All In on Fintech We’re excited to announce that Better Tomorrow Ventures (BTV) has closed our third fund at ~$140M. This raise brings us to $450M in AUM, following our $150M BTV II from 2021

Why We Invested in Meroka

Why We Invested in Meroka

⬅️Originally published on Nihar's LinkedIn here. Excited to Announce Our Investment in Meroka! We are thrilled to share our investment in Meroka where we led their $6M seed round alongside Slow Ventures with participation from 8VC. For independent doctors across the US, Meroka offers an alternative path to