Saved by sari
How can we fix the Market for Solutions?
There are some phenomenal products in some of the companies that were overfunded and are haunted by past decisions. The valuations at which these companies raised capital set them on the wrong path - a path that fails to attract and reward critical talent, a path that incentivizes excess expenditure for growth at the expense of structuring a busine... See more
Scott Belsky • The Great Sobriety for Venture Investing, Where To Start with AI, & Undeniable Data
The world is filled with good quests that require massively leveled heroes to complete: semiconductor manufacturing, complex industrial automation, natural resource discovery, next-generation energy production, low-cost and low-labor construction, new modes of transportation, general artificial intelligence, mapping and interfacing with the br
... See moreMike Solana • Choose Good Quests
Speculative investment, with ambitious but inexact expectations of financial return, is important fuel for founders who build the unknown future. However, investors and operators are often deeply misaligned: investors think in bets, while operators think in consequences. The relationship is tense, but can be explosively productive.