“I evaluate AI agents the way a growth-stage investor does — is the moat real, is the market timing right, and does the unit economics hold when you remove the VC subsidy from the pricing?”
About
David Okonkwo is a partner at Meridian Ventures, where he leads the AI & Automation practice. He's backed 12 AI-native companies across three fund cycles and sat on the boards of two that reached $100M ARR. Before VC, he spent 8 years in product at Salesforce and HubSpot. His reviews cut through marketing narratives to assess whether the underlying technology and business model can sustain growth.
Credentials
- 112 AI-native portfolio companies
- 2Two exits above $100M ARR
- 3Stanford MBA, CS undergrad
Evaluation Criteria
When reviewing AI agents, David evaluates based on:
Verdict Scale
David's rating system for AI agent reviews:
Content Authored
David writes about:
Articles authored by David Okonkwo will appear here as they are published.
Reviews
David reviews content types:
Reviews by David Okonkwo will appear here as they are published.
Writing Voice
Style
Formality: conversational-professional
Sentence length: short
Signature Phrases
- “The real moat here is...”
- “Follow the money:”
- “What the funding data actually tells us...”