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site iconNaval RavikantModify

American entrepreneur and investor, author of ‘The Almanack of Naval Ravikant’, has invested in more than 200 companies, including Uber and Twitter.
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Re @marcelkoca @tunguz That’s not how investing or AI work.

2024-12-27 04:33:11

Re @marcelkoca @tunguz That’s not how investing or AI work.

Re I don’t see it. The top VCs are selling brand (based mostly on track record), not judgement itself. Their picking is an adversarial game so there...

2024-12-27 04:28:26

Re I don’t see it.

The top VCs are selling brand (based mostly on track record), not judgement itself.

Their picking is an adversarial game so there’s no stable equilibrium.

To the extent entrepreneurs need less capital because of AI, they’re more leveraged and the returns to investing in them are higher.

Crypto makes later stage fundraising easier for a certain class of projects, but still hard for early stage and for most startup types.

If anything, I think the returns to VC are going up (just like the returns to everything in tech, as leverage increases).

Re @Vedansh736 @jazzingboy @James11804433 True but I’m not convinced that declining fertility needs to be proactively fought.

2024-12-26 09:21:58

Re @Vedansh736 @jazzingboy @James11804433 True but I’m not convinced that declining fertility needs to be proactively fought.

Re @heshiebee Mad Max vs The Borg.

2024-12-26 09:01:55

Re @heshiebee Mad Max vs The Borg.

Re @James11804433 The best time to start was ____, the second best time is now.

2024-12-26 08:58:28

Re @James11804433 The best time to start was ____, the second best time is now.

Re @NicoleBehnam A single religion or a very strong national / racial / tribal identity.

2024-12-26 08:48:27

Re @NicoleBehnam A single religion or a very strong national / racial / tribal identity.