# Investor who hasn't Changed His Thesis in 5 Funds & Saw the AI Wave Before ChatGPT | Ashmeet Sidana, Engineering Capital

Page: https://stenobird.com/podcast/the-neon-show-862453/investor-who-hasn-t-changed-his-thesis-in-5-funds-saw-the-ai-wave-before-chatgpt-ashmeet-sidana-engineering-capital
Text version: https://stenobird.com/podcast/the-neon-show-862453/investor-who-hasn-t-changed-his-thesis-in-5-funds-saw-the-ai-wave-before-chatgpt-ashmeet-sidana-engineering-capital.md
Podcast: [The Neon Show](https://stenobird.com/podcast/the-neon-show-862453)
Published: 2026-03-26T11:30:00+00:00
Episode link: https://www.buzzsprout.com/1601695/episodes/18910765-investor-who-hasn-t-changed-his-thesis-in-5-funds-saw-the-ai-wave-before-chatgpt-ashmeet-sidana-engineering-capital.mp3
Audio file: https://www.buzzsprout.com/1601695/episodes/18910765-investor-who-hasn-t-changed-his-thesis-in-5-funds-saw-the-ai-wave-before-chatgpt-ashmeet-sidana-engineering-capital.mp3
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Duration seconds: 4971

## Resource

What does it look like to run the same playbook across five venture funds? That is the bet Ashmeet Sidana has made at Engineering Capital. From Fund One to Fund Five, he has written the first check into founders solving problems with Technical insight. His portfolio includes Rubrik, now a public company, SignalFx which was acquired by Splunk for $1 billion, and CodeRabbit, last valued at $550 million. Ashmeet runs Engineering Capital as a solo GP and the fund has been oversubscribed since Fun...

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