The Great Sobriety for Venture Investing, Where To Start with AI, & Undeniable Data

There are some industries primed for what we call AI leapfrogging. Leapfrogging happens when an industry or market (usually an outmoded industry, or an emerging market) skips a step along the technology transformation chain.

These industries have historically not been digitized and don’t have a dominant cloud incumbent. We see greenfield opportuniti... See more

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