chewing on

some of the ideas/insights i'm currently chewing on

**work in progress

5/25

• superior product wins in the late stage - distribution wins at all stages (esp. early)

  • distribution is only becoming more and more paramount as software sunsets and AI becomes more commoditized (i.e. AI voice products, AI travel planners etc.) distribution will most likely win here

    
    

• as we move closer to AGI - what will the human experience/purpose be?

  
  

6/25

• we are moving towards a fully agentic world, there is no stopping it.

  • i don't think the next generation of $B companies will be agent service providers it will be the raw materials + manufacturing + build ecosystem that powers them. i believe there will be a regression towards "traditional" businesses with agents fixing issues that have previously inhibited these businesses from reaching scale or being too capital intensive.

  • how do i get conviction in a company that may be completely replaced by AI?

    
    

7/25

• original ideas (i.e. creativity) are more powerful than ever

  • ideas used to be cheap not anymore

• can "cool" be manufactured?

8/25

• the 2nd order effects of more and more agentic AI tools hitting the market will be a 2nd wave of tools to help people manage, deploy, and scale the agentic tools from the first wave

  • working on a hypothesis for wave #3

    
    

• is it possible for a software to bring us back to being human? or is that just too ironic?

9/25

• why does everything need protien in it?

  
  

• net new (no rev, no product) > company that has been alive 8+ months with no breakout momentum

  • ^^ this phenomena is new for me

  • only types of deals getting done are "net-new" or expensive + hype seed-ish co's

    • last 2 investments were one of each

10/25

• in may the bar was crazy high to be a vc-backed funded at the early stages, rn it's a founders market -- feels like these cycles are tightening and compounding. doesn't feel corrective at all just inflated, but i guess it always feels this way?

  
  

• building in areas where you have operated is paramount, empathy isn't enough.

  • getting second hand insights from advisors, peers, investors, etc. is like getting hand me down clothes -- late to the trends and they never quite fit right

    
    

• are there any truly new thoughts or ideas anymore?

  • i think there is an argument that this is only getting worse as ai responses are all derived from a prompt

  • will all content, media, product, ideas, etc. just eventually become a cheap derivative of something prior? i believe "ai slop" is the early innings of this.
    

** last updated 10/21