E604 - How VCs Really Pick Winners in Open Source and AI

Marco DeMeireles, co founder and managing partner at ANSA, breaks down how a modern VC firm wins by being focused, data driven, and allergic to hype. If you want a clearer view of how investors evaluate open source, mission critical industries, and AI categories, this is a practical, operator minded look behind the curtain.

Marco explains ANSA’s focus on what they call undercover markets, from open source and open core businesses to defense, intelligence, cybersecurity, healthcare IT, and infrastructure companies that become deeply embedded and rarely lose customers. We also get into how th...