This is a great read. But just to be clear - Red is absolutely #1. Taylor Swift Dare to Disagree: The Importance of Having a Spiky Point of View, How To Find It, and Building the Courage to Share It 🌵, by Mark Palmer open.substack.com/pub/technosapi…

Terrible advice. One of our best companies found a series b partner via an associate at another firm.

Speaking about investment trends in Generative AI at the Talk Gen AI summit on June 4th in SF. Register to attend here: talkgenai.org I'm not Mira, Sam or Greg so set your expectations but Storm Ventures like virtually every venture investor sees AI as a big part of

🇺🇸🇺🇸🇺🇸🙏🙏🙏

I don't understand how people can call it a sham now that its a unanimous verdict. 12 jurors had to agree. That doesn't seem weaponized - it seems like justice and democracy. Regardless of whether you agree with the outcome.

Cherries are one of the gifts of summer. And as a bonus I have an office mate who could have been a comedian.

Some potentially hard truths here - good read. The startup ecosystem has always been good at predicting technology direction - but sometimes/often off with timing. And when billions are being invested and spent - being off with timing for sure could have massive consequences.

Opensource business models are alive and well.

Would be interesting to read the investment thesis. Anti woke is a weak thesis. Where you incorporate has nothing to do with where you list... Politicians like to conflate the two. NYSE has no requirements like NASDAQ. Maybe the investment is justified by Citadel just to drive

How Semantic Data Layers Make GenAI 3X More Accurate Than SQL, by Mark Palmer cc AtScale open.substack.com/pub/technosapi…

It's harder than it looks IRL I guess McDonald’s just fired its drive-thru AI and is turning to humans instead FORTUNE fortune.com/2024/06/17/mcd…

The trusted user security problem. Always the weak link. We are investors in competitor Splashtop so great to see it was contained to the corporate network. Likely a good example of well thought out security architecture. TeamViewer #teamviewer #hacked

Quoted nine figures of capital deployed per month. Wow. I had to read that twice. It's not debt. It's not equity. Anyone know the interest and repayment terms? General Catalyst offers startups a new alternative axios.com/2024/06/30/gen…

Great use of capital for a company that reportedly will lose ~$5B this year. Maybe its a rounding error. Maybe its a training data move. Its a high quality laptop camera w software that apparently doesn't work well. Seems strange.

ICYMI, we made it to the Forbes Cloud 100 list for the sixth year in a row! What an accomplishment for all of Team Talkdesk. Want to learn why we made the list? Hit the link below: talkdesk.com/news-and-press… #Forbes #NYSE #Cloud100 #Talkdesk NYSE 🏛 Thanks for the pic!

I am back at it with AskaVc after a short break. Mark has really been an asset at several of our companies. More to come! And I didn't mention AI once - I think. Send me additional topics / areas of interest

Given her experience most recently at Meta, there are few people that know AI like Natalia. 4pm Palo Alto. Monday= funday

Woof.