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Why AI Won't Be the Investment Opportunity Everyone Thinks It Is

This is going to be BIG.

The venture asset class seems to have already decided that AI is the next great investment opportunity, but I’m not so sure it’s going to disrupt business and create the across-the-board wealth that has been predicted. Technology has already made the world pretty efficient.

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Every storm is a golden opportunity

Entrepreneurs' Organization

Every storm is a golden opportunity for breakthrough and growth, to learn new things and take us to the next level. I borrowed a 10-foot board, which I needed to catch these fast-moving, big waves. I dove into the wave and made it through the back, but my board started dragging me backward.

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The Achilles Heel of Startup Ecosystems

This is going to be BIG.

Resistor is a bit under the radar as a very cool community—and so being associated with it was a signal that I could have only known about if, again, I spent all of my efforts as a seed investor turning over every rock looking for opportunity. This is exactly the wrong way to think about the economic opportunity presented by innovation.

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My Role as a VC: What I am and what I am not.

This is going to be BIG.

That also means that I need to act in a way that ensures my ability to get future opportunities to invest their capital in attractive deals. I believe that ethics and opportunity for investors will go hand in hand over the long term--and opportunity drives returns. Venture Capital & Technology'

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Your board should protect you!

Berkonomics

All other board functions are secondary. Even venture capitalists who sit on boards where they have significant investments often forget this point. Actually, there are two legal duties of board members. Sometimes, there will be a conflict of interest between the people representing the various shareholder classes on a board.

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The Bad Marriage Problem

A VC: Musings of a VC in NYC

There are a few opportunities to address this issue. I also think startup boards need to evolve. There should be many more independent directors and many fewer investor directors on startup boards. Investors should be more open to observer seats and founders should have more say in which investors sit on their boards.

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The Changing Venture Landscape

Both Sides of the Table

We have global opportunities from these trends but of course also big challenges. Pre-seed is just a narrower segment where you might raise $1–3 million on a SAFE note and not give out any board seats. We have to have strong conviction in the quality of the team and the opportunity and commit more quickly.

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