Random musings. From tech to policy
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With the the launch of Github Spark and multi-model support in late October, Microsoft has fired another salvo at AI code-generation startups, bringing the competition for developer mindshare to a new level of intensity. The winner of this ...
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...
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