“Is AI a Bubble or Not?” Is the Wrong Question
The real money from the dot-com era wasn’t made at the peak. It was made by companies disciplined enough to still be alive in 2002-2004, when capital had fled and everyone was traumatized.
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It’s a Strange Feeling When a Small Check Beats the Company You Built
After we sold Brontes, and before Founder Collective existed, my partners and friends pulled me into a couple of small checks, including Opower and Olo. Both went public.
The Reverse Effort Paradox
The work matters, I believe that. Some days it just feels like the returns run in the opposite direction.
Bad Behavior Costs VCs Less Than It Used To
VCs used to work together a lot more than we do now. I miss it, which is strange, because the old way was worse for founders.
I Spend Every Day Around AI. I Still Can’t Tell You Where It’s Going.
AI has become the dinner party topic, and right now it may be more polarizing than politics.
Five Ways I’m Seeing Investors React to This Market
I’ve watched a lot of smart people behave differently. These are experienced investors so naturally I take it all in.