Abie Cohen

Sobriety source #2: AI as the next platform shift. Every wave of new companies that transforms their respective industries is fueled by a major platform or technology shift. The advent of the web did this. The smartphone and mobile applications did this. And there is no doubt that AI is our next wave. But does every new wave always necessarily... See more

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

A thought about careers: As I think about the careers of some close friends I admire as well as my own path: Some of the boldest and most rewarding career moves I’ve seen friends make were among the most misunderstood - true orthogonal head-scratchers. And yet, some of these folks built companies or took on leadership positions that ultimately... See more

Speculative frenzies are part of technology, and so they are not something to be afraid of. Those who remain level-headed through this moment have the chance to build extremely important companies. But we need to make sure not to believe in the delusion that has now spread from Silicon Valley to the rest of the country, and indeed the world. That... See more

Angel thesis around SMBs: A few of you know my personal interest in platforms and tools that empower SMBs and the general notion of AI providing small businesses some of the capabilities and advantages typically reserved for big businesses (making sense of data, security, marketing at scale, personalized experiences, etc…). Over time, we’ll see... See more