AI seed rounds

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Jan 22, 2024 by Adam Fisher · across every show →

Everything said about AI seed rounds, oldest first

Jan 22, 2024 bearish
Disclosure
Fisher: I refuse $20M AI seed rounds driven by competitor fundraising
“No, I don't. I don't do them, but for different reasons. I don't do them because the way they rationalize needing twenty million dollars is because their six competitors also raised twenty million dollars, and in that sense, they're absolutely right.”
Adam Fisher Jan 22, 2024 ▶ 47:36 Adam Fisher: Why Small Markets are Better Than Big Markets | E1106 · 20VC with Harry Stebbings
Oct 14, 2024 bearish
Prediction Not checkable as stated
Frankel: Founder Collective passes on AI seed rounds at $100M valuations
“When I see those rounds at like 25 on a hundred, pretty much we're out. We're pretty much out. Again, team versus theme. So, you know, there are rare instances where we see someone who's just like, you cannot ignore, you wake up in the morning, you go, oh my g…”
David Frankel Oct 14, 2024 ▶ 49:47 David Frankel, MP @Founder Collective: Investing Lessons from Seeding Coupang, Pillpack & Suno|E1214 · 20VC with Harry Stebbings
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