Recursive Ventures in Hong Kong
11/03/2026 12:00pm - 3:00pm
Lunch Salon: AI Investing in Silicon Valley 2025 — Hype vs. Reality
Join us for an intimate lunch with Itamar Novick, Founder & General Manager of Recursive Ventures, as we dig into where value is actually accruing in AI—beyond the headlines.
When: Tuesday, March 11th
Where: FUMI JOE, Hong Kong
Format: 30-minute talk + candid Q&A + open discussion
AI has been the talk of the town in Silicon Valley, with $100B+ invested in 2024, yet only ~1 in 3 pilots make it to production. Are we in a bubble – or just early?
We’ll cover topics such as:
• Where do the real opportunities lie?
• Does it make sense for family offices and LPs to participate?
• What strategies can produce outsized returns investing in AI?
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