Rob May on AI investing.
“Maybe it seems a little counterintuitive, but, I evaluate AI companies by looking for unique customer acquisition attributes. The indirect impact of AI is that those have become more valuable.” ~ learn more
“Maybe it seems a little counterintuitive, but, I evaluate AI companies by looking for unique customer acquisition attributes. The indirect impact of AI is that those have become more valuable.” ~ learn more
“Entrepreneurs Daniil and David Liberman hope to reduce wealth inequality by creating a people-investing platform. Their idea raises uncomfortable questions.” | learn more
A fun article, though it doesn’t go very deep. “Historically, angel investors have been high-net-worth individuals. But with loosened regulations and the advent of crowdfunding platforms, now almost anybody can invest small amounts of their own money in individual startups […]
This applies to publicly traded companies. I really like it! “I’ve spent thousands of hours researching dozens of companies from many different industries. Along the way, I’ve developed a research process. While I’m no expert, I’m hoping that this article […]
“These companies’ investors didn’t set out to bankroll our decadence. They were just trying to get traction for their start-ups, all of which needed to attract customers quickly to establish a dominant market position, elbow out competitors and justify their […]
He had me at “buy high, sell higher.” The author recently died, and the original website is gone, but this piece lives on via the Internet Archive Wayback Machine. “Ask me a question back then and I would have answered […]
Author: Sam Zell Sam Zell sold a $39 Billion portfolio of real estate at the height of the real estate bubble. He’s a character. The autobiography of Sam Zell, narrated by Sam Zell, was so much fun to listen to. […]
This is a detailed background map of the podcasting world since its inception. It was created by the a16z consumer team. “Our investment philosophy is to not be too prescriptive, so we do the kind of ‘market map’ overview below […]
As a wave of tech IPOs are about to sweep the retail landscape, the Economist cautions readers to avoid investing at current valuations. Mostly because these companies are unprofitable and their markets may not be as winner-take-all as expected. | learn […]
The dynamic duo Warren Buffet & Charlie Munger recently bashed crypto with all sorts of colorful language. Rockstar VC Fred Wilson helps put their criticisms in context, since he must reconcile his respect for them as investors, and his own […]