By Chris Combs
Silicon Valley Capital Partners
October 30, 2025
The below link in an interview by Bloomberg with Sheila Gulati, the Founder and Managing Director of Tola Capital, an enterprise software and AI-focused venture firm. Prior to founding Tola in 2010, she spent over a decade at Microsoft Corporation, where she led enterprise IT strategy and was instrumental in launching the company’s cloud platform Microsoft Azure.
In her recent remarks on Microsoft’s earnings, Gulati emphasized that the current surge in AI investments is not a speculative bubble but reflects a profound shift in how computing and business will operate going forward.