The Great Sobriety for Venture Investing, Where To Start with AI, & Undeniable Data

I had a chat last night with a billion-dollar SaaS founder/CEO. He's raised $200M at a $2B valuation in 2021. Living the high life in SF with a crazy house and a Porsche 911. On the surface, it seems like he has it all and living the dream. But he called me out of the blue at 11p last night to vent. It’s been 9 years since he started the compan... See more

The startup ecosystem is experiencing a series of changes that can't be ignored:- cambrian explosion of funding availability- more value is being created on private markets- going from zero to one is no longer a dark art - ie more talented operators, more infrastructure to build quickly and cheaplyChange is coming to the VC ecosystem. Who will win:... See more