Not taking things so seriously too re: advice. Think of all the times you were serious when you could have just been silly with your kids. How great is it when it occurs to you to just start laughing. You always have that choice! And I think it’s a good one to make because you set the mood at home for your kids.
Weird is interesting . My friend Jared recently joined Union Square Ventures as a venture partner and wrote a short essay about the consumer applications we should be looking for in the age of AI - and how likely they are to appear “weird” at first glance. Indeed, new social paradigms that consume our psyche tend to appear strange when we first use... See more
New @ThePeelPod episode
The Story of Haystack with @Semil
Semil is the Founder of Haystack, a venture capital firm backing outlier founders at the earliest stages. Semil started Haystack in 2013, and has since invested in 16 unicorns like DoorDash, Instacart, Figma, HashiCorp,… Show more
Application layer AI companies are not just UIs on top of a foundation model. Far from it. They have sophisticated cognitive architectures that typically include multiple foundation models with some sort of routing mechanism on top, vector and/or graph databases for RAG, guardrails to ensure compliance, and application logic that mimics the way a... See more
Ambitious startups will need a high value wedge and the product velocity to expand quickly, create innovative data loops, and establish themselves as a core user operating system or “system of intelligence”.
What Jerry is talking about is not adverse selection. It’s the second way of increasing convexity: funding the far-out-there-ideas, the Big If True ones. It’s one of the reasons I love the general venture zeitgeist around deep tech right now. If crazy bets like underwater energy storage, transformer-specialised chips, or tiny semi fabs succeed,... See more