Itamar Novick has spent his career spotting opportunities before they became obvious.

As an early executive at Life360, he helped scale the company from seed stage to IPO. Today, as founder of Recursive Ventures, he backs AI startups at the pre-seed and seed stage, often when the product, market, and business model are still taking shape.

In this conversation, Matt Johns and Itamar explore why investors initially passed on Life360, what real user demand can reveal before consensus forms, and how Itamar evaluates founders when there is limited data and no certainty.

They also discuss the current AI opportunity, the difference between infrastructure and application-layer investing, the risk of AI-related job disruption, and why human adaptation may be moving far more slowly than the technology itself.

This episode is about capital allocation, founder judgment, conviction, and what serious investors can learn from the signals others overlook.

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DISCLAIMER: This video represents the views and opinions of it's guest and does not reflect the views and opinions of HoneyHive Capital Partners LLC. Nothing in this video nor any communications from it should be treated as constituting financial, investment, legal, tax or other advice of any kind, or as a recommendation to buy or sell an interest with respect to any investment.