What Top 1% Investors Look For in AI Startups | Umesh Padval, Seligman Ventures, Ex- Bessemer
The Neon Show
- Published
- February 13, 2026
- Duration
- 51:57
- Summary source
- description
- Last updated
- Aug 23, 2026
Discusses ai.
Summary
Do startup valuations today make sense?Umesh Padval, an early investor in Cohere, now valued at about $7 billion shares why Cohere stood out at the time of his investment. He shares what he saw early that made him believe this was not just another AI model company.Umesh is the Founding Managing Partner, Seligman Ventures and previously at Thomvest and Bes…
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Show notes
Do startup valuations today make sense?Umesh Padval, an early investor in Cohere, now valued at about $7 billion shares why Cohere stood out at the time of his investment. He shares what he saw early that made him believe this was not just another AI model company.Umesh is the Founding Managing Partner, Seligman Ventures and previously at Thomvest and Bessemer Venture Partners. He brings experience from investing across multiple tech cycles, from chips to cloud to AI. Umesh talks about how deals
Themes
- ai