Frank Rotman

Frank Rotman

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Founding Partner at QED Investors known for deep-dive threads on lending and VC [cite: 2].

AI Could Disrupt Non‑Partner VC Roles by 2028
SocialMar 10, 2026

AI Could Disrupt Non‑Partner VC Roles by 2028

Are AI agentic systems going to impact non-Partner VC jobs by 2028 the same way they are in other knowledge-based industries? Poll below. My take in the comments:

By Frank Rotman
Beyond Prison: Need Nuanced Path Between Contentment and Ambition
SocialJan 2, 2026

Beyond Prison: Need Nuanced Path Between Contentment and Ambition

Well, @systematicls wrote two pieces that have been stuck in my head. The first, " The Prison of Financial Mediocrity ," diagnosed a generation's turn toward casinos and memecoins as a rational response to a system that no longer rewards...

By Frank Rotman