Building 0-1

AI is like water.

Or more specifically, generative AI applications are like water. We've looked at hundreds of AI companies, and much like bottled water, many of them are the exact same under the hood.

This is just the reality: there will be 100 teams trying to do what you are doing, in the same way you are doing it. True tech differentiation in AI... See more

One of our theories is to seek out opportunities where there’s a major change. Major dislocation in the way things are. Wherever there’s turmoil, there's indecision. And wherever there’s indecision, there’s opportunity. So we look for the confusion when the big companies are confused. When the other venture groups are confused. That’s the time to... See more

We are an exceptional software development team. But, we now also need be an excellent customer development team. That’s why, in the first section of this doc, I said “build a customer base” rather than “gain market share”: the nature of the task is different, and we will work together to understand, anticipate and better serve the people who trust... See more

Just because a company is B2B doesn’t mean it can’t have the taste and style of a B2C company. People who work in companies are still people, and delightful experiences should be for everyone.

The best lead generation companies usually have some combination of a distinguished and highly trusted brand and a proprietary channel or value proposition they use to acquire customers that competitors cannot replicate. These companies typically have staying power and defensibility, are highly differentiated, and immensely more valuable than... See more

A genuine interest in something is a very powerful motivator — for some people, the most powerful motivator of all. [3] Which is why it's what Jessica and I look for in founders.