Abie Cohen
@abejcohen
Abie Cohen
Longevity science
The Next Era of Consumer Generative AI: Perspectives From Top VCs, Operators, and Founders
primary.vc
The most contrarian bet in venture capital right now is Thrive’s investment in OpenAI at an $80B valuation.
Before you bring your pitchforks against me or wonder if I’ve gone crazy, let me explain.
You can be contrarian in two ways:1
Before you bring your pitchforks against me or wonder if I’ve gone crazy, let me explain.
You can be contrarian in two ways:1
- Having a different POV than the mainstream
- Having 100% conviction in the mainstream POV and doubling down on it in a way
Pratyush Buddiga • The Most Contrarian Bet in Venture Capital
Fund II
because you want to be long optionality into increasing volatility, for example. There was going to be something about writing fewer, deeper pieces, and about leaving room to experiment.
Packy McCormick • Most Human Wins
Avenir AI Value Layer breakdown
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
If Nassim Taleb were a VC
Ben Thompson on how he writes