Tag: Silicon Valley
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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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“Who is Francis, and why is he in my DM’s?” I’m not waiting around for the next unicorn to fall in my lap. So you might be getting a message from me soon… Investing in one of the Top Engineers at SpaceX Last fall, I saw something wild: a former…
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I have something special for you guys today: a guest post by one of my favorite founders! This is the story of how Jesse Bray went from being an animator to the CTO of an AI startup, Hoplon. Hoplon helps construction companies automate timecards and track their workforce using geofencing.…
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You haven’t signed a customer yet. Is your startup on the right track…or heading off a cliff? Here are 5 signs you’re building a startup the right way, even if you haven’t made a dime yet. 1. You’re Building Product. This is the most important factor. You don’t need a…
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Public SaaS companies are trading at 3.2x revenues — the lowest in 14 years. Is SaaS finished? Some SaaS companies are slowly dying. But others are growing faster than they have in years. The difference: product velocity. The Good Bucket and the Bad Bucket I put SaaS companies into 2…
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+ Agents, AI, AI Agents, Entrepreneur, Finance, Investing, NASDAQ, SaaS, Silicon Valley, Stocks, Venture Capital+
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