Right now you need to be buying and not building internally before they get left behind
Right now it's Vertical AI Saas because we still need all the current platforms, data and recurring fees to pay the bills
Being worth $1B used to be cool but now if you're not worth at least $5-$10B, it doesn't really matter.
I keep seeing so many post about why VCs are bad and startups shouldn't raise capital to artificially grow faster, which is the
The J-Curve is gone for now - the last few years have been mostly flat as countless startups were marked up highly and are still growing into their valuations.
Industry-specific AI startups that embed deeply into existing workflows, automate high-value processes, and drive measurable economic impact.
Hundreds of billion in liquidity are locked up just waiting to be distributed to LPs
Regardless of the current environment, we always need to remember that we're in the business of exits.
Startup nation isn't going anywhere and will emerge stronger than ever, again.
It's the culmination of almost two decades in the tech startup world to continue doing what I love.
It's 2025 now, just accept it. Early on it's all about growth and users then figure it out.
LPs dont invest in them expecting to make outsized returns - they're just trying to minimize their downside.
