The Rebuild, Part II: Outside the Walls
Don't automate the firm you have. Build the one you'd build today from scratch.
Carried Away
How AI is disrupting venture capital itself, written the from inside.
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The Rebuild, Part I: A Museum of Itself
The most beautiful thing I saw in fifteen hundred miles was a warning.
Some Assembly Required
Venture found its constraint. Then it went shopping.
The Copy Problem
Coverage was always for sale. A faithful copy of judgment never was.
Nothing to Check
How long the human lasts comes down to one question. Venture fails it.
The Same Brain
Knowing better doesn't help. I would know.
I've Been the Weird One Before
Twenty years ago, I explored reasons why VCs shouldn't adopt this new technology called "blogging." I read it now and recognize the same conversation shape about AI upending our venture industry.
The ATM Heresy
Every era has its relationship the experts swore could never be automated. We VCs are not the first.
The FICO Heresy
Every era has its decision machine the experts swore could never be built. We VCs are not the first.
A New Engine, Not a New Paint Job
Every venture firm now has an AI initiative. Most will settle for a new coat of paint.
The Disruptors' Blind Spot
We see the true picture of every company but our own.