Networked Conviction 006
AI Business Models, Founder Charisma, First Principles Rebuilds, and More
This is an entry in Networked Conviction: My Investing Journal; a weekly newsletter for my paying subscribers where I share portfolio updates (including current, future, and anti-portfolio mentions), Requests For Startups, and investing ideas. To access this newsletter weekly, subscribe here:
One of the simultaneously most satisfying and disheartening parts of my job is constantly being a mile wide and an inch deep in some of the most interesting conversations in the world.
Yesterday, alone, I went from talking about growing human organs for transplants, to rebuilding manufacturing from first principles, and finished the day pondering the connection between God, the Singularity, and intelligence. That was just a Monday!
As part of my investing journal, I often want to try to both capture and articulate some of the most interesting nuggets. One of the obstacles to me being able to consistently publish Networked Conviction to a small group of people comes from the inability to find the throughline each week. I struggle to get everything to link up and ultimately fail.
So, instead, this week I’m attempting something different. This is a round-up of some of the most interesting insights I had over the last week or so from the conversations with some of the smartest people in the world. Some of these are from potential portfolio companies, existing portfolio companies, or anti-portfolio companies (the ones that got away). So I’m considering these a smattering of portfolio-derived insights.
From reckoning with the cognitive dissonance of AI business models to the premium placed on founder charisma unlike anything I’ve ever seen, to the opportunity that exists in building from first principles, and beyond.
Let’s dig in!
