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AI and the Nature of the Firm

Why Firms Have Been Getting Smaller and AI is Accelerating That

Delivering 3x Funds is Hard

Even if you're a good investor you likely fall short of delivering 3x

Phase 1 - Collect Underpants . . . Phase 3 Profits

The Current State of AI Apps

SaaS always was a Services Business

SaaS was good product marketing

A Sea Change - For Venture Capital

Introducing the Power Loom

A story of technology, invention and entrepreneurship

Hitting Homeruns in the Post-Steroid Era

How ZIRP Fueled VC's Unicorn Boom