Random musings. From tech to policy
Platform | Substack | Pricing | Only free issues | Publishes | Infrequently |
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Issues | 14 | Subscribers | Read | eastwind.substack.com |
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Recent posts by this newsletter. Browse the email archive.
Recently, I’ve been thinking a lot about the nature of early-stage venture investing. In a world where multi-stage investment platforms are gobbling up LP (limited partner) dollars (allowing these funds to outgun smaller rivals) and AI deal...
For investors and founders who are tuned into the current VC pulse, there’s no question that the industry is in a very weird state right now. On one hand, top funds are still competing for AI deals at a ferocity reminiscent of the 2021 peak...
In my last post, Investing in the Age of Generative AI, I presented a framework for investing in Generative AI startups. One thing I highlighted was the heightened VC interest in “picks and shovels” startups. These companies range from mode...
By now, it should be obvious to anyone working on or investing in ML/AI that we’re currently in an AI “summer” — with the frothiness of the funding markets seemingly eclipsing that of the Web3 euphoria back in 2021. But underneath this shee...
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