Early-stage venture capital investments take a long time to come to fruition. These or other YC companies from after Graham’s tenure may yet prove to be economically and culturally important like their forerunners. The evidence so far, however, suggests that their impact is well below that of earlier YC companies of similar age, in spite of their... See more
Regardless of your GTM approach and the type of users teams end up choosing, my core view on building AI-first companies in 2022 is that outside of the core team dynamics above, pace and conviction will be what dictates success.
The pace of innovation means having the time to see validating data will be nearly impossible, and thus teams must build... See more
From my POV some people innately have more conviction than others, sure, but most people don’t even try to build any of their own because they’re so used to blindly adopting the opinions of others
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.
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
I suspect we humans do better with constraints; the Internet stripped away the constraint of physical distribution, and now AI is removing the constraint of needing to actually produce content. That this is spoiling the Internet is perhaps the best hope for finding our way back to what is real. Let the virtual world be one of customized content for... See more