Less than a month ago, TypeSafe launched Jev, its "System One" model. Jev created a new category: models that decide instead of generate. Open source followed in days, and OpenAI answered at DevDay. This session breaks down what this all means for inference costs, AI moats, and whether decision models are here to stay.
Join Santiago Zavala, Global Managing Partner at 500 Global, as he breaks down:
What changed: how a new category launched, got copied, and drew a response from OpenAI in under a month
The inference shift: what happens to cost and latency when your AI calls decide instead of generate, with a live side-by-side demo
Moats and money: what fast followers mean for defensibility, and where value collects in the new stack
Bull vs bear: the strongest case that decision models become a permanent layer, and the strongest case that frontier models absorb them
Your playbook: which parts of your product to move to decision models now
This webinar is for founders, builders, and investors who want to see where the next layer of the AI stack is forming before it settles.
As part of 500 Global, since 2011, Santiago has participated in the more than 300 investments within the region. His portfolio includes companies like Clip, 99 Minutos, Konfio, Baubap, Conekta, etc.
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These companies have raised over $1B usd from downstream investors and have produced over 18,000 jobs.
Santiago is also involved in our Silicon Valley Takeover initiative, which is a bridge for all of 500 Global activities with Silicon Valley.
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He is also part of the investment committee of multiple corporate venture capital funds and is part of the advisory board of private and government institutions.
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Before joining 500 Global, Santiago co-founded Mexican.vc, had a software development career, and participated in multiple software development communities. He continues to write code every week (now with support of Claude Code and other tools, of course).
VC Unlocked: AI Edition is a four-day immersive venture capital program designed to equip experienced fund managers, VCs, and angel investors with the tools, insight, and conviction needed to lead in the next wave of AI investing. Built for seasoned investors and fund managers, this program pushes beyond conventional thinking around investing in startups.
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Participants will engage in sharp, high-value discussions and debate in order to develop confidence in AI investing. Participants also connect with top Silicon Valley funds, AI founders, and ecosystem leaders from around the world.
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The next VC Unlocked: AI Edition program will be hosted in April 2027 in San Francisco, CA.