We’re constantly digesting and commenting on the latest tech, VC, and startup news. Make sure to follow Brian on Twitter, LinkedIn, and Substack to see all the latest.
Some highlights since our last newsletter:
- The Market Bottom: The latest quarterly report from AngelList & Brex reveals a unique opportunity for #early-stage investors. While 2023 marked the worst quarter for startup dealmaking, savvy investors see the market bottom as a chance to invest in high-quality startups at pre-bull market valuations. AI/ML leads investment sectors; median valuations fall; growth seen outside Silicon Valley, especially in Austin & Miami. Recovery by 2024?
- Insightful post by O'Driscoll about the #SaaS environment in 2023. Transitioning from hyper-growth to a balanced profitability model is the new reality. Congrats to the Box team for handling the pressure admirably. A playbook for all SaaS companies.
- Navigating the #GenerativeAI hype: Seek startups translating AI excitement into feasible projects. Ensure they acquire necessary #AI expertise. Use a checklist to appraise AI investments & prepare for Gartner's 'Trough of Disillusionment'.
- Understanding How VCs Think - interesting slide deck
- Takeaways from "Why AI Matters And How To Deal With The Coming Change w/ Emad Mostaque - AI is becoming more advanced and widespread, raising important questions about ethics, governance, and ensuring it benefits humanity.
- Mind-blown by the age-reversal breakthrough from Harvard & MIT! A chemical method that could outpace gene therapy! Future of health is now - think regenerative medicine, tackling age-related diseases & body rejuvenation
- The 12 most shocking surprises on our way to $1m ARR
- New McKinsey report highlights the transformative potential of generative #AI across industries. With potential to add $310B in retail alone & significant gains in banking, it's reshaping work & society. AI isn't just the future, it's the now.
- 40 years of development at Boston Dynamics (1983-2023). 🤖 - Astounding Video!
- Pitching Moneyball: Translating Game-changing Strategies from the Field to Seed-Stage Investing
- Lessons from the Internet Revolution: Insights for the AI 2.0 Era of Large Language Models
- Is Early-Stage Alpha Real or Are VCs on a Random Walk Down Sand Hill Road?
- Does Size Matter (In VC)? Do the initial valuations and check sizes that venture capitalists choose to bet on significantly determine the final outcome of their investments?
- Why Bet on the Team Ignite YC Fund
- Will AI Will Save the World? A Fresh Take on Andreessen’s Speedy Vision
- Angel Investing in the Age of AI New Chapters (got some writing done on the long train rides in Europe!):
- Chapter Three — An Overview of Artificial Intelligence: Past, Present, and Future
- Chapter Four: The AI Reformation: Shaking Up Startups and the Early-Stage Investing Scene
- Chapter Five: How AI Is Changing Different Industries: Potential Opportunities for Investors
- Chapter Six: Assessing AI Startups: The New Due Diligence
- Chapter Seven: The Risks and Rewards of Investing in AI Startups
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