
Fireside Chat
The Staggering Promise and Perils of Investing in Generative AI — and What Needs to be Done Now
Generative AI is off to the races. During the recent global tech downturn, GenAI became the solitary venture investable “hot spot.” But what is hype and what is real?
In this intimate discussion, leading first-money venture capitalist Michael Fertik and legendary investor John Burbank reveal what they have learned about the current landscape and what they predict will be true in the not-too-distant future. These two iconoclastic investors are known as early visionaries about the future of still nascent markets. Join their exciting and personal conversation to discover why they think the Generative AI craze is similar to past trends, why they perceive it as different, and what, in the end, they believe will be the homerun opportunities for this basket of breakthrough opportunities.
Oct 12
16:15 - 16:30
Main Stage
John Burbank
Founder, Nimble Partners

John Burbank is the co-founder of Nimble Partners. He has invested in early-stage venture assets for the past decade. A long-time macro investor, John consistently focuses on sectors and investments where technology can be particularly disruptive and accelerates change. Prior to Nimble Partners, John founded Passport Capital, a San Francisco-based global investment firm that managed an excess of $4B.
John holds an MBA from the Stanford Graduate School of Business and a BA from Duke University.
Michael Fertik
Founder & Managing Partner, Heroic Ventures
