[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. Sheldon Menezes, Strategy & Corporate Development, ex-Microsoft, ZoomSheldon is a Seattle-based strategy and corporate development leader. He has worked on M&A, venture investing, business models and product at large technology companies, including Zoom and Microsoft, where his work spanned Bing and Xbox Live. He brings a perspective on how agentic AI companies are evaluated for acquisitions, investments and partnerships. Sheldon is speaking in a personal capacity. All views are his own and do not reflect those of his current or past employers. 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.