VCs Compelled to Request Founders' Identity Forms in California
Woke California is NUTS. VCs now have to ask founders to fill out this form about how they "identify". We're not even based in Ca but because we have 2 LPs & two portcos with offices in the PRC (People's Republic of California), we must ask our founders to fill this out. https://t.co/kpzRW9Gt27
VCs Rarely Publish “State Of” Reports Outside AI
Did any VC or LP write a "State Of" report on anything other than AI?
VC Success Demands Courage Amid Low‑Probability, High‑Impact Risks
Strong agree + And an Iron stomach when you are wrong which happens a lot. Venture capitalists live in low probability-high impact equations that are filled with uncertainty. Hence you need courage.
Gym Teacher's Lesson Becomes VC's Problem‑Solving Fulcrum
A Venture Capitalist’s Ode to His Gym Teacher Michael Eisenberg There is an old adage that those who can’t do, teach. Those who can’t teach, teach gym. The adage has always troubled me. What more enlightened pursuit is there than education? So...
Outdated Travel Policies Force Meetings Away From Tel Aviv
As I mentioned, we had to do our LP meeting in London because many firms' travel policies have not been updated to show how safe Tel Aviv is and we always want to see our partners in person. We appreciate...
Key Investable Themes Highlighted in Slide
This is a slide I showed last year as well. These are investable themes. /2 https://t.co/Ahu2RPdjuo
Sharing Select Slides: Israel vs UK Insights Unveiled
Every year, at our annual meeting with our LPs, I do a State of the Union. It is pretty wide ranging. It covers Geopolitics, VC, Investment Themes, Opportunities, State of Aleph and more. For years I have debated whether to share...
AI Elevates Accounting, Not Replaces It
"AI is not going to kill your job in accounting just like calculator didn't. You will do higher level work!" Agree or disagree with @henrysward CEO of @cartainc?? Do you use Carta. Building an AI first company? Don't miss this episode of...
AI Capex Distinguishes Valuation of Hardware vs Digital Firms
I get asked a lot if we are in an AI bubble. My answer generally is it does not matter to my investment strategy. But here is one place that the AI CAPEX buildout matters: valuation. You cannot value companies that...
Investors Underestimate AI-Native Insurer Lemonade's Compounding Edge
“Many insurance CEO want to sprinkle AI pixie dust on themselves” - @daschreiber CEO of $LMND on CEO of @AIGinsurance Investors still do not fully understand the power of an AI native company like @Lemonade_Inc and how it compounds advantage. https://t.co/LOPcEf4U1f @CNBC
Fast Capital Reallocation Fuels National Success in Tech Shifts
This is a MUST READ from @tylercowen on why robust capital markets and fast re-allocation of capital creates winning countries when technology shifts. https://t.co/Lx7EE8vK4y
Tel Aviv's Golden Age Fuels 30‑40% Venture Portfolio
1. Excluding SpaceX - We have 30%-40% of our venture portfolio here. 2. Tel Aviv feels like the MOST exciting city in the world right now. There is an electricity...and it is inspiring! 3. Golden Age for the region. 4. Israel is defending...