venture capital

“I'm sure their VCs at some point are gonna force them to reconsider.”

“In the end, like, I don't think VCs will have the return they expected. Like, you know, in these things, but guess who's going to benefit? Like, you know, it's the consumers, right? Like someone's like reaping that the value of this. And that's, I think an ama…”

“We did encounter, I guess talking to VCs for our seed round. A lot of VCs were like, you know, researchers, they don't have any money. Why don't you build a legal assistant?”

“I think if your job is a, at least AI content creator, or VC, or, you know, someone who, whose job it is to stay on top of things, you should already be spending like a thousand dollars a month on, on stuff.”

“And so the hack of a VC or some capital partner offering equity for compute is always some arbitrage on the credit risk.”

“Talking to investors, I think they're starting to, I think they're kind of over these types of deals. Like, they're like, hey, I mean, like, this is, like, fine, but, like, we don't invest in companies so they can get, like, a weird acquihire situation a coupl…”

“There's times where people funnel so much money into a company before it's really like prime time, which dissuades anybody else from entering that market. And then they become the de facto owner of the market because they canceled the competition with funding.”

“Years of deep scars from working together, knowing each other's ins and outs and team, like the dynamism and like the gestalt, like some is greater than the parts of working together as a team. They're great bets. So you kind of de-risked the founder divorce r…”

“I actually think that we've taken our eye off the ball in a lot of like just traditional, you know, software companies... We've got this kind of mania on these strong growths, and so I would say that that's probably the most under-invested sector right now.”

“We're actually seeing historic amount of M&A for basically aqua hires, right? That you like, you know, really good outcomes from a venture perspective that are effective aqua hires, right? So I would say it's probably net positive from the investment standpoin…”

“Being a great CEO actually requires a level of performance that scientists who have already published at the top of their field have accomplished. It is super hard to be a competitive scientist.”