Tag: Venture Capital
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GPT-5 sucks. I tested it Friday, bad. I tested it again today, even worse. Stick a fork in it. Let me show you how flawed this model is. When I tested it on Friday, OpenAI was having routing issues that may have caused GPT-5 to underperform. So this morning, I…
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+ AI, Artificial Intelligence, ChatGPT, Investing, LLM, OpenAI, Silicon Valley, Startups, Tech, Technology, Venture Capital+
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Can GPT-5 beat the reigning champion, Elon’s Grok 4? I ran them through 3 tests to find out. When Grok 4 came out last month, I asked it 3 real world questions that I actually needed the answer to. Grok 4 crushed it, scoring an A-. Can GPT-5 do even…
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+ Finance, Investing, Money, Personal finance, Silicon Valley, Startups, Stocks, Tech, Venture Capital+
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“$800k ARR…is that contracted or live?” Most investors never ask this question. They’re making a big mistake. Whether you’re an investor or a founder, you have to understand the difference between contracted and live revenue. Tl,dr: Contracted ARR is signed revenue, live ARR is actual money you’re billing. Focus on…
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+ Accounting, Angel Investing, Angel Investor, Business, Entrepreneur, Entrepreneurship, Finance, Investing, Money, SaaS, Silicon Valley, Startups, Tech, Technology, Venture Capital+
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106,036 Americans are waiting for an organ transplant. 17 of them die each day. But what if we could give them pig organs? From the Seventeenth Century to Modern Science The first attempted xenotransplantation, or animal-to-human transplant, was done in 1667. Jean-Baptiste Denys gave sheep’s blood to a 15 year…
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I never show this spreadsheet to anyone. 54 top investors. This is my secret weapon. My money is no greener than anybody else’s. So if I want to invest in the best founders, I need to bring something else to the table. This spreadsheet makes it happen. Meet “The Sheet”…
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+ Angel Investing, Angel Investor, Business, Entrepreneur, Entrepreneurship, Finance, Investing, Money, Silicon Valley, Startups, Tech, VC, Venture Capital+
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What happens when you lower the cost of something? You get more of it. My latest investment, Zeon Systems, is doing that for scientific research. Zeon lets you automate experiments. Just describe the experiment in natural language in a ChatGPT-style text box. Then, the robot arms carry it out! There…
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Figma goes public today. Seed investors were locked up for 12 years. That’s a long time to wait! But here’s why we should be grateful for lockups… Every company goes through hard times. If we were allowed to dump our shares, we probably would! Then, we’d miss out on enormous…
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+ Angel Investing, Business, Entrepreneur, Entrepreneurship, FIG, Figma, Finance, Investing, IPO, Money, NASDAQ, Silicon Valley, Startups, Stock Market, Stocks, Tech, Venture Capital+
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The startup world has a million metrics. CAC, LTV, ROAS. But here are 3 key metrics many founders aren’t looking at… Burn Multiple How do you know if the money you’re burning is producing any results? You won’t, unless you calculate your burn multiple. Here’s how to do it… Burn…
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+ Business, Entrepreneurship, Finance, Investing, Money, Startup, Startups, Stock Market, Venture Capital+
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Every pre-revenue startup is raising at $30-40 million right now. Making money on these bets will be next to impossible. A year or two ago, a company with little or no revenue might have raised at a $10 million cap. Not anymore. The price is going to be over $30…
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+ Angel Investing, Business, Finance, Investing, Money, Personal finance, Silicon Valley, Startups, Stock Market, Stocks, Tech, VC, Venture Capital+
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At $447,054, median home prices reached another record in June. Americans are priced out. But could technology save the day? This afternoon, I’m meeting with a startup that promises to make building a house way faster and cheaper. But before I do, I wanted to research the current state of…
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Tremendous 