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It has been an insanely busy 2 weeks - and in the time it took me to have time to write this, Instinct went from raising a $250M Series B at a $2.5B valuation to reportedly raising $1B at $10B.
This is the second week I’ve experimented with writing a “Some Things I’ve been thinking about -” post on Twitter & LinkedIn.
I get asked all the time what we’ve been investing in and areas we’re excited about - so I thought I’d write down some thoughts -
We’re in the process of hiring an investment associate (or two!).
More in startups
This week, the Wall Street Journal ran an alarming illustration of AI’s potential share of GDP that I’d argue did more to muddy the waters than actually telling anyone anything, mostly because its measurement, for whatever reason, covered 2025 to 2032, meaning that six out of
QR codes are here. Barcodes should be very afraid.
An interview with Jason Del Rey about Amazon versus Meta, which is a continuation of the oldest battle in retail between Amazon and Walmart.
AI risk; Reindustrialization; The rent crisis; AI and jobs; Mass deportation; Chinese investment; Cyber risk
