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Feelings about a persona often mask their capabilities. @rabois is a rock star investor and has been for decades. Just as some folks are starting to writers about car share industry. 20 years in, he has been efficient effective and polite with me. Because that is how I choose to
Over the weekend I wrote about how forwards on Anthropic common have become a sub-asset class of their own, with their own price discovery, separate from the company’s own mark.
All the numbers, including what Anthropic has itself revealed, are so large and so ridiculous that
One addition remark @usvs had lot of history and data to make better agents seriously smarter data works. Success for @fredwilson will be when we see a Twitter scale breakout got fund. (Other early stage funds are doing the same, but not talking about it.)
The Three Humans Left in a VC Firm
Fred Wilson, co-founder, Union Square Ventures, interviewed by Michael Mignano (USV)
[I post one executive summary daily of an interview I enjoyed and learnt from. I loved this interview that @mignano did with @fredwilson, who I've learnt a