Tag: Silicon Valley
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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… Wrap-Up Fundraising is sales. When I meet a founder who’s good at fundraising. I picture him crushing one sales meeting after another. If you want to get good at fundraising,…
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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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I’m heading back to Japan in early 2027. But Madonn, are those flights expensive! Fortunately, I got early access to an AI assistant that can help… Instinct Becomes My Personal Travel Agent Instinct is a new AI personal assistant. You talk to it via iMessage or WhatsApp. It’s in private…
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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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“They said a $5 million valuation was way too high.” I was chatting with a great founder from Tokyo last night. And I could hardly believe what I was hearing… Dealing With Investors With Crazy Expectations We’ll call her Sarah. Sarah is raising for a SaaS company with some strong…
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+ Angel Investors, Entrepreneur, Finance, Founders, Investing, Silicon Valley, VC’s, Venture Capital+
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China is crushing the US on open weights models. But Mira Murati, former OpenAI CTO, is striking back. Today, I put her new Inkling model through 3 real world tests. Inkling does a solid job on coding and web scraping. But compared to the leading models, its results are less…
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Ever have a great conversation with a VC and then…crickets? If a VC is ghosting you, here’s what to do… Nothing Is Real Until the Term Sheet Hits A founder on Reddit is having this problem right now. He had a good conversation with a VC who promised to get…
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Tremendous 