How can venture better serve founders in an era of extremely concentrated outcomes? This question runs through my Q2 review and my conversation with @packyM:
The Great Concentration
Fixing the K-shaped Economy
Buying a Hospital
What a VC Is Actually For (and capital entrepreneurship)
The Stack as the Antidote
My answer, across all of it: innovate on capital so more companies can thrive, and transform legacy institutions so the benefits of intelligence reach everyone.
read here:
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I've been posting less and writing more. I've found it helpful to slow everything down and take the time for proper reflection.
Today I'm putting out a review of the last quarter:
Growing AI Anxiety
Turning LLMs into Computers
Anthropic and the Department of War
Iranian Conflict
The Incoming Techlash
It's easy to feel like the response to this is for tech to "get tough"
But I want to encourage the next generation to do something simple: keep your soul
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This is not politics as usual. As investors, innovators, leaders, and citizens, we need to come together to preserve our democracy, the rights set forth in our country's Constitution, and our shared humanity. All of these serve as the foundation for our modern society, human progress, and innovation.
What we are seeing in Minnesota is a threat to those core tenets and to the promise of America. Without confidence in the fundamentals -- human rights, the legal process, and the privilege and responsibility of our government and its leaders to protect all people -- the future is at stake. That impacts all of us here in the U.S., and globally.
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