Abie Cohen

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

1. Having a different POV than the mainstream


2. Having 100% conviction in the mainstream POV and doubling down on it in a way

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When we’re mindful of what we feel in our body, she says, our mind naturally settles in the present. This happens without effort—and it makes us calmer, more receptive, and better attuned to the “boundless, indefinable, ungraspable” nature of awareness.

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.

This is the paradox of love: we believe we have to be good to deserve it, but being loved can make us good.

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

But the window doesn’t last long. As Paik thinks of it, “each time a new shift occurs, it is analogous to the formation of an unstable radioactive isotope. The radioactivity throws off a huge amount of energy in the form of capturable enterprise value, but is subject to half-life decay. Over time, the isotope decays and eventually becomes lead, at... See more