Big B Bubble
Why AI is not a bubble, but will probably become a Bubble.
Close to the Metal
David Goldman's personal Substack
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Latest posts
Unlimited Power
Why We’re Backing PowerLattice
Interconnect in the Age of AI: Investing in Upscale AI
Three infrastructure booms have defined the new millennium: Telecom in the early 2000s, Cloud in the 2010s, and AI today.
What Should You Discuss at Board Meetings?
Many VCs, including the fund at which I work, ask for a Board seat when they invest in a startup.
Lessons from History: The Power of Design & Manufacturing Synergy
One of the great privileges of the modern era is our access to historical knowledge.
AI Is About Abundance
Lately I am experiencing a bit of AI sentiment whiplash.
Why Startups Should Embrace Performance Vesting
Many different types of investors love to quote Warren Buffet and Charlie Munger, but it’s somewhat less cliché among VCs, so you’ll have to permit me one Munger quote: “Show me the incentive and I’ll show you the outcome”.
AI, Automation, and Employment
Will AI Eat All of Our Jobs?
The Explosive Growth of AI Accelerators
The Semiconductor Startup Renaissance Part 2
Is AI the Next Dot Com Bubble?
Since the launch of ChatGPT, two letters are on everyone’s lips: AI.