Sarah Drinkwater
@sarahdrinkwater
Knowledge beachcomber interested in the ownership economy, flourishing communities, ecosystem building, magic, and knowledge as an end to itself.
Sarah Drinkwater
Valuing AI companies using traditional VC methods and metrics isn't just wrong—it's dangerous.
SoftBank values OpenAI at $300B
Microsoft values it at $157B
Elon wants to buy it for $97B
Who is right, who is... See more
long good thread on “value” in AI companies
Stop trying to raise a debut venture fund -- go for the SPV instead
techcrunch.com
choose chance.
222.place
Productivity and
pocket operator™ for Pixel™
teenage.engineering
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
The Three-Body Problem: Finding the New Stable Points in Venture Capital
The vision, launching publicly for the first time today, is Coalition, a fund and operator network designed to increase diversity on cap tables and help founders access some of the top minds in tech.The fund is a $12.5 million investment vehicle with investors including the founders of Zola, Box, Glossier, Chief and Solv; as well as senior... See more
Coalition: A new fund meets new economic model
Productizing venture means taking everything that venture capitalists do — from sourcing companies to evaluating companies to adding value to founders — and using software or networks to do it better.
Erik Torenberg • Productizing Venture
On Lore
docs.google.com