life is short. shoot your shot.

Power law in venture has never been as steep.

Commoditized spaces motivate commoditized thoughts.

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We’re excited to announce KASZEK’s is leading Arvo's Series A. By applying AI at scale to validate medical transactions, Arvo is tackling one of the most pressing challenges in Brazil’s healthcare system: fraud and inefficiency. bloomberglinea.com.br/startups/arvo-…

Many such cases.

Used to read replies for good context/signal around here. Now they’re mostly AI slop.

Too many firms play the brand game with one foot in / one foot out. Let founders take the spotlight and do no marketing (Thrive) or own the content space and drive the brand of your GPs (a16z). Don’t be in the middle (LinkedIn/X exit claims, new deals, and occasional blogs).

NFTs but make it Old Masters.

brutal

“The world is against me.” Vs. “The world is here to teach me.” Seconds to read. Years to master.

Least resistance path to monetization always leads to becoming a fintech (payments/liquidity provider) or an ads machine.

As capex expenditures normalize and hyperscalers tailor pricing to maximize margins, hard to see how AI rollups of vertical SaaS can sustain healthy cashflow levels so as to play a Constellation/Prosus game. And if they don't, there is a good chance some rollups end up being

“Stick to the plan, not to your mood.”

Leaving on borrowed conviction is a recipe for permanent dependency.

There’s always alpha in taking the time to understand history.

We’re hiring at Eniac Ventures Every applicant gets an AI interview 🤖 Link in bio 👆 • NYC-based, 4 partners, no hierarchy • Ownership from day one • Source & diligence deals • Potential partner path • Must be AI-native + have VC/startup experience

Deep words by Plath on optionality and decision paralysis in life.

As speed commoditizes (average) product dev and GTM, distribution is becoming the ultimate moat and real advantage.