In BG2 ep12, we again discuss the key perspectives around LLMs/AI. It's such an amazing time, & I often find I have way more questions than answers. Here is ep12, & also a thread of the biggest questions on my mind, feel free to respond to each in the thread. Love to learn.

https://t.co/tu7fb4axdb

I’ve been reflecting on my previous career as a VC, and with the benefit of hindsight, I'm realizing that I was a decent investor but could have been a great one. Here’s the advice I'd give myself if I could go back to 2010 when I was just starting out as a VC 🧵

we're stuck in 2022 while this man is living in 2075

We used to set things on fire. Now kids stare at screens.

Jesus Christ https://t.co/wyJOT6ujmJ

20 ideas I can’t stop thinking about:

Fascinating

"The Iron Law of Oligarchy asserts that rule by an elite, or oligarchy, is inevitable as an 'iron law' within any democratic organization as part of the 'tactical and technical necessities' of the organization."

I landed in the United States 10 years ago with nothing but credit card debt. After one startup exit, one big tech job, and one unicorn, I genuinely believe that it wouldn't have been possible anywhere else in the world. Here are 10 things I love about this country:

So good

On taking and giving credit

“Mistake #3: Any of your First 2-3 sales reps are folks you personally wouldn’t buy from” 10 Common Blindspots When Hiring Your First Sales Team | SaaStr

The 4 best investments I've made so far ... Each had a year they were unfundable. Not true of every unicorn and decacorn. But more common than you'd think.

Narrative break

So what you will about Shiller but his point on housing is on point

1/33: A common question Founders struggle with is “how to monetize”. Founders have strong thoughts on the product/service they want to build, but many are baffled when it comes to determining the best way of building a highly profitable business. A framework that might help:

Founder/Go-to-Market Fit: If primary GTM is bottom-up, founder needs to be great at product. If primary GTM is inbound, founder needs to be great at marketing. If primary GTM is outbound, founder needs to be great at sales.

"Of the roughly 26,000 companies listed between 1926 and 2016, more than half lost money or did worse than simply holding one-month Treasuries. In contrast, about 1,000 stocks — or just 4% of the entire sample — in practice accounted for all the net wealth creation..."

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