Jason Shuman, Partner at Primary Venture Partners, $625M fund – the largest seed investor in New York on gAI Ventures podcast. In this episode, he shares exactly how he thinks about the Vertical AI opportunity, why hardware is massively underrated, and what founders are getting wrong about building in 2025.

Primary VC has backed companies like Latch, Dandy, Bobyard, Marker Learning, and Light Table – with ~90% of portfolio companies raising a Series A and ~20% becoming unicorns. Jason now leads Vertical AI and hardware autonomy investments, and he's one of the most vocal voices on X about the structural shifts reshaping software, services, and how companies are actually built today.