Kenn So

Kenn So is an associate at Shasta Ventures, where he focuses on investing in B2B enterprise software companies, particularly those utilizing machine learning technologies. He has developed a keen interest in the dynamics of venture capital, especially regarding AI-first companies and their funding strategies.

Background and Career

Kenn So's journey into venture capital began after he moved to the United States from the Philippines, where he grew up in a family of restaurateurs. His background includes experience in banking and consulting, which he leverages in his current role at Shasta Ventures. He has a strong interest in the evolving landscape of SaaS (Software as a Service) and machine learning applications, and he actively engages in discussions about venture capital trends and company valuations.13

Contributions and Insights

In addition to his investment role, Kenn is involved in leadership activities within the venture capital community, including mentoring and organizing events focused on AI and machine learning. He has expressed views on the valuation of SaaS stocks, suggesting that many are overvalued compared to previous generations of companies, and he anticipates a potential valuation squeeze in the near future.35

Kenn is also recognized for his insights on how to effectively pitch to investors and the importance of AI accountability and explainability in the tech landscape. His perspectives are often shared through podcasts and industry discussions, where he emphasizes the need for innovation and diversity within the VC community.24

Overall, Kenn So is positioned as a significant player in the venture capital sector, particularly in the realms of AI and enterprise software.