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Why Hardware Is Back in Vogue: Building Defensible Moats in the AI Era
As a former hardware founder turned VC, I’ve seen the binary risk of building in atoms. Here’s why hardware is the ultimate defensible moat in the AI era.
The Questions VCs Ask Ourselves After a Pitch
A founder who’s all over it should have tight answers for all of these and more.
Major Talent, Minor Ego: Why I Backed Suno at Pre-Seed
Suno just hit $300M ARR. As their sole pre-seed investor, I didn’t have a grand AI thesis.
Set the Table if You Want to Be Served
A portfolio company recently sent us a spreadsheet of 200 investors they wanted introductions to, listed alphabetically. I applaud the comprehensiveness, but the request was ill-formed.
A Soft Pitch Can Trigger a Hard Pass
A word of warning to founders – if you’re talking to a VC, you are pitching.