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.
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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.
Stunted Adolescence: The One Call You Need to Make Before Signing
If you are a founder staring at a term sheet with a dizzying valuation, I am urging you to do one specific piece of diligence before you sign.