Alex Rubalcava
Venture capitalist and former Stage Ventures partner focused on pre-seed/early-stage enterprise and frontier tech investments, bringing technical expertise in areas like space and robotics.
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Apr 10, 2026 • 1h 13min
Software Winners & Losers in the Age of AI (w/Alex Rubalcava & Paul Bricault) | #626
Paul Bricault, co-founder of Amplify.LA who backs B2B and vertical AI startups, and Alex Rubalcava, an early-stage investor with frontier tech chops, explore AI’s reshape of software economics. They debate which software is safe, how AI speeds product cycles, vertical AI wins in healthcare/finance/space, dramatic pivots, and why speed and sourcing matter in pre-seed investing.
