Tag: Finance
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Our industry creates mountains of craplets. I’m looking for the opposite: startups that make our country safer and our people healthier. Here are 3 kinds of companies I’m searching for now… Cheap Replacements for Patriot Missiles In just a few months of fighting in Iran, the U.S. has used the…
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What if an AI agent could find my next investment for me? Today, I used Grok Bot to search for startups. The results blew me away… Setting Up My New Agent: “Startup Sleuth” I find that with AI agents, a very detailed prompt really helps. So I turned on Wispr…
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When you think of AI data, what do you picture? Rooms full of people labeling cat pictures? That’s so 2022! Let me explain how this market really works… AI Data Isn’t “Data Labeling” Anymore “Isn’t data labeling a commodity?” I’ve heard that 100 times. People picture workers in the developing…
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+ AI, AI Agents, AI Data, Artificial Intelligence, Entrepreneur, Finance, Generative AI, Investing, Silicon Valley, Training Data, Venture Capital+
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You just signed a monster customer. They’re most of your revenue. Now you’re walking into a VC meeting…how do you explain this? My Advice to a Great Founder One of my investments is dealing with this issue right now… “How did you wind up with a lot of revenue concentrated…
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I’ve looked at thousands of founder pitches. Here are 5 mistakes I keep seeing, and how you can avoid them… Don’t Ask Investors to Sign an NDA. No investor worth their salt is going to sign an NDA. Every year I look at thousands of decks. Can I sign thousands…
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+ Entrepreneur, Finance, Founders, Fundraising, Investing, Silicon Valley, Startups, Venture Capital+
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The 0 to $100 million stories only happen in AI infra. What about the rest of the economy? You can still build an amazing business while growing more slowly. You just need to do things a little differently… Building In a Boring Industry A while back, I met with a…
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“We went from 120 people down to 12. Laying them off was incredibly hard.” We’ll call this founder “Jim.” When I spoke with Jim recently, he looked tired but determined. Jim was doing everything to keep his company alive. That meant getting rid of most of his team. Cutting Off…
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I run the world’s tiniest venture fund. And it’s beating almost everyone. 2.38x TVPI, 35.5% IRR. I think of my angel investments as the world’s smallest fund. This morning, I dug into some numbers to see how I’m doing… What Metrics Should We Look At? My “Fund 1” contains 36…
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“We need $1 million.” You may need it. But does anyone want to give it to you? So many founders treat venture capital like a gas station. When you’re out, come in for a refill! That worked in 2021. It doesn’t work now. What you need is not the investor’s…
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Ever dreamed about building a viral app? My buddy Jesse Bray did it. Jesse had an idea for an app called TimTalk — a hillbilly Twitter. People loved the demo…but building a scalable app proved more difficult than Jesse expected… We Won $5,000 for an App That Didn’t Exist How…
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