"There is a huge bubble in AI" is almost certainly correct, "therefore AI is useless" is not the correct conclusion. The web had a huge bubble and a lot of people lost their shirts investing in it, but the web turned out to be pretty useful.

Was listening to martin_casado on Invest Like the Best and he much more clearly articulated a shared belief I have for investing in AI-apps. Defensibility eventually does need to come through traditional methods whether it's workflows (my personal favorite), integrations, community

The more years you spend in the startup ecosystem, the more obvious it is that a successful, enduring company is nothing short of a small miracle. So many things can go wrong at any point, it is uniquely special when (most) things go right.

I am so freaking proud of this team and honored to be a day one angel investor here. To the 🌙!!! And oh yeah, they are hiring.

🚀🚀🚀🚀 what a ride.

Some of these AI-backed companies are flying from a revenue perspective, but on the back end their churn is atrocious and/or the applications don't do what they say they are going to do or worse have very little actual committed usage. Very smart people are investing in them. Is

Really trying to take a first principles approach to my thesis for AI-investing vs. just chasing the herd mentality. And damn, its hard. This is my rough framework I’ve surmised from the businesses that I’ve been interested in thus far, but not sure it really even is specific to

Whenever I hear a pitch that's "X for Y" (e.g. Stripe 2.0 or Rippling for LATAM) alarm bells go off in my head, X is X for a reason. And almost always, the answer of why X can't do this feels unsatisfactory or cursory. Tell me why you are unique or different. I am not interested

Who approved this? This is what we call "not good" idea...

Good convo around changed sentiment towards PLG growth motions. It used to be "all PLG" and then there was a reverting back to "all sales" and now, it's much more nuanced as outbound sales has gotten much more difficult. IMO, marketing in relation to sales has never been more

Yes, pricing is a lever you can pull to impact growth, but ultimately it should be aligned with value. An increase in cost should be in line with a perceived increased or appreciation of utility. You never want customers to feel taken advantage of just because you have some built

Had convo with very senior engineer who made such a great, nuanced point re: AI at app layer. When deploying AI in apps, challenges in deployment are still very much “traditional” software problems: security, reliability, etc. BUT, they are made MORE challenging bc instead of

Perhaps a hot take but I don't think a PM should be setting product direction for your company. It has to come from founders. It's founders job to see the future and push company towards that. A PM can help execute, but relying on a PM for the long-term product strategy/direction

I'm always a bit taken aback when folks are building in *insert vertical category here* and it's clear how little time they've spent understanding the field. These aren't traditional tech buyers and so the way they evaluate and think about purchasing decisions is fundamentally

VC: I'm an independent thinker Also VC: posts 10000th tweet about founder mode

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