Fortune 500 Must Shift AI Focus to Epistemology
The Fortune 500 thinks about AI through the lens of efficiency and effectiveness: What they should be thinking about is epistemology.
How Many VCs Should You Pitch for Seed?
Hey founders, when you raised your seed round, how many unique VC firms did you send your pitch?

Even Industry Titans Can't Guarantee Startup Success
In 2020, Jeffrey Katzenberg raised $1.75 billion for Quibi. At CES, he faced a skeptical crowd and said: "I've been doing this before you all were f*&king born." Eight months after launch, Quibi was dead. Reality doesn't care about your résumé. https://t.co/ZYMpP1jLFX

How I Misread Airbnb’s Potential in 2008
I passed on Airbnb in 2008. My note to the founders said I had "concerns about travel-oriented startups." A masterpiece of missing the point. Here's what I got wrong: https://t.co/syj5L8gRxz
A Refreshing Perspective on the AI Bubble
This is one of the better takes on the AI "bubble" I've seen recently. https://t.co/sMJsm1vnT2
Seed Investing: Hear Future Voices, Not Predict Outcomes
Just did a deep dive with @mariogabriele for The Generalist. The core idea: great seed investing isn’t prediction: It’s noticing the faint whispers from those already living in the future. 7 takeaways from that conversation. 🧵