Abie Cohen
@abejcohen
Abie Cohen
This is the paradox of love: we believe we have to be good to deserve it, but being loved can make us good.
Q2_2024_PitchBook_Analyst_Note_Establishing_a_Case_for_Emerging_Managers
This document explores the performance of emerging versus established managers in the private fund industry, focusing on buyout, venture capital, real estate, and private debt strategies.
LinkFund II strategy- Emerging Manager outperformance
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”.
Aileen Lee • Cowboy Ventures | Where we’re hunting in 1Q 2025
Fund II theme notes
Fascinating use case on downloading your brain to AI.
All Revenue Is Not Created Equal: The Keys to the 10X Revenue Club - Above the CrowdAbove the Crowd | by Bill Gurley
bgurleyabovethecrowd.com
But I think that if it’s true that AI does more of the basic work that humans do, more people will work in Flounder Mode. We will have the luxury of following our curiosity, and curiosity is something that the LLMs seem to lack. It’s human.