It's crazy that ppl would count GOOG out of the AI race prematurely. When I think about how they won mobile data/ads, it's nuts. Even just before the iPhone launched, GOOG -Had no handset -Was not a mobile carrier -Had no mobile expertise & still won. Android has 72% mkt share

The reset in VC is very healthy. I was a lender to software companies in 1999, and two things are always true: 1) Innovation doesn't sleep or care about markets 2) These period separate wheat from the chaff. I'd rather operate at the front end of a cycle vs. at the tail end.

I'm convinced there is no better way for Twitter to make money than to become THE micropayments platform for media. Some media companies will get my full subscription $, but most won't. Links to paywalled content from Twitter usually get "oh fuck off" response from me.

This

Track records for evaluating VC's are an overused crutch. LPs are programmed to use past track record as the primary driver in making a decision on whether to invest in a new fund (A recent study showed historical persistence of VC is that 70% chance a fund performs above

Recently a portfolio founder told me that he thinks it's best to shut down his company. After talking with him about his thoughts, I *encouraged* him to do so even though it means we will take a loss on our investment. Why? More >>

Yesterday Kauffman Fellows introduced class 28. I’m proud of our community for welcoming what is the most senior & one of the more diverse classes in KFP history. To class 28, welcome to our global community. I look forward to seeing your many contributions to the VC ecosystem.

Wow, what an amazing 2 years. My time going through the Kauffman Fellows program was truly life changing. Not only am I a better investor today with one of the most powerful networks anywhere, but I'm also a better leader and human with a new group of lifelong friends. Thank you

I’m excited the Getting to $3m ARR online event we’re hosting is next wk! These days, a lot of founders are pretty good at doing customer development. But once you get a few customers who love your product, I see a lot of drop off in startups that can start to scale. More >>

hi but actually who climbs in nyc bc i’ve been searching for this community

This is my quarterly reminder: If YOU ask for an intro and the person makes it, it’s YOUR job to respond first and quickly. Thanks for coming to my ted talk.

ATL, you owe me nothing! Thank you to the folks that joined us for our True Ventures dinner. It was a great time and conversation. We were lucky to meet you. Thanks James Oliver, Jr. and team for having me last night. Enjoyed sharing the journey with you all! ATL….Im out! ✌🏿

Calling all women in AI 🙋‍♀️ The AI Furnace 🧨🔥 & I will be hosting a power women in AI dinner in NYC! This is the first of many events and initiatives as we build a community of women for women in AI. If you're a female founder, operator or investor who identifies as such, fill out 👇

docs.google.com/forms/d/e/1FAI…

We have over 70 investors on our cap table (including 10+ VC funds). Investors that have been the most helpful are 1) VC funds that have more than an option check in us (if you are less than a 1% position of a fund, don't expect much after the first weeks 2) A small group of

Season 11 is now streaming on X 🔥 You think you know the world of venture capital, but you really don't. We documented the entire process as ten founders converged in Miami, FL to pitch eight legendary VCs. The result? $4.5 million invested in startups on season 11👇 Here

This is true, I don't know the data behind it. But that's why I love how RareBreed Ventures and Mac The VC approach their work and founders. They ask questions like "what have you done for yourself today?" THEY care about the founders as a person. Being a founder is hard, and they get

x.com/i/spaces/1yNxa…

If you’d like to pitch, please share the following: 1. The name of your company 2. The problem you’re solving and how big it is 3. A quick overview of your solution 4. Your unfair advantage and why customers choose you 5. Traction and how you make money

Entrepreneurship isn’t a solo sport. The founders who win: - Share knowledge - Learn relentlessly - Empower others - Equip teams - Build connections Because in the long run, it’s not just what you build. It’s who you build with.