A portfolio founder texted me last night. They wanted to cancel a pitch call with another fund because someone told them the partners were not founder friendly. I told them to revisit the decision. Most founders ask the wrong question… Continue Reading →
Anthropic’s public puncturing of fake “AI access” may be the best thing to happen to venture capital in a long time. For too long, parts of the market sold proximity as expertise:Brokerage, camouflaged as management fees.Secondaries, repackaged as startup support.One-off… Continue Reading →
A Vinit-style insightful post coming soon. But today, today is Day 0.Day 0 in SF.Day 0 on O-1.Day 0 building.Day 0 investing. Everyday is day 0 in the most founder-friendly city in the world. Founders in San Francisco, let’s do… Continue Reading →
It’s always the greatest-founders who ask questions like “What happens to my investors money if my startup isunsuccessful?” And, on behalf of the VC community, let me put it out for you: – Investor *is not* upside capped.We are not… Continue Reading →
You want investors/advisors to make introductions.But they can’t help if you make them do all the work. Most founders think the bottleneck is access. It’s not. It’s task design. “Can you intro us to mid-market SaaS CMOs?” sounds like a… Continue Reading →
Most ‘AI companies’ are just selling a fancier spreadsheet. SaaS-with-AI vs AI-native: Real distinction isn’t which model you use … it’s whether a human still has to run the workflow. SaaS-with-AI product makes the user work through rows, dashboards, tickets,… Continue Reading →
The Q isn’t: When will the bubble pop?But: Who survives? What gets built?, What becomes default?, What pain disappears? That’s what stuck with me after spending time with DevTools and Infra founders at Grayscale Ventures‘s Magicball.The strongest teams didn’t sound… Continue Reading →
Raise Less. Start Sooner. Win Earlier. Everyone tells founders to raise the biggest round possible. That instinct feels rational: more runway, more options, more safety. But at the earliest stage, it’s often backwards. For e.g. If $500k is enough to… Continue Reading →
Your obsession with GTM strategy is killing your early stage startup. Why? Early-stage founders don’t have a GTM problem. They have an identity problem. At day zero, GTM is too broad to be useful. While it sounds sophisticated, it usually… Continue Reading →
We’ll see four centuries worth of industrial revolution in the next twenty years. Yes, 20x faster! The eventual outcome is going to be that all smaller AI companies have a 3–5 year window to grow. And their investors have the… Continue Reading →