#291 | Exponential Changes, Founders Ditching Model Labs, & more
July 5th | The latest from DCVC, Euclid, Altimeter, NFX, Lerer Hippeau, and others
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This newsletter curates a selection of posts featured on the website each week.
Investment Themes & Industry Analyses
Back to Fundamentals in an Age of Exponential Change (Matthew Ocko & Zachary Bogue, DCVC)
Compute Meta-Morphosis (Saanya Ojha, Partner @ BCV)
Why Vertical AI Founders are Ditching Model Labs (Euclid Ventures)
The End of Compute Scarcity? Not So Fast (Jamin Ball, Partner @ Altimeter)
From Supply Shock to Sourcing Shift: India’s Emergence in Aerospace Components (Abhishek Singh, VC @ Riverwalk)
The Breakeven Point: Rethinking AI for Physics Simulation (Annelies Gamble, Partner @ Zetta)
The evolution of stablecoins in a native-first world (QED Team)
When AI Costs More Than the Engineer (Tomasz Tunguz, MD @ Theory)
Longevity vs The National Debt (Omri Drory, GP @ NFX)
Guides, Case Studies, and Best Practices for Operating
How to Earn a Billion Dollars (Paul Graham, Founder @ Y Combinator)
An AI Tokenomics Framework For Investors To Use To Evaluate AI Efficiency At A Company (Rob May, GP @ Half Court)
Building robotics businesses set to scale (Bessemer Team)
What Are Investors Really Looking for at Seed, Series A, and Series B? (Amanda Herson, Partner @ Founder Collective)
Additional Reads
An American Redemption (Kyle Harrison, GP @ Contrary)
The Great Descent (Chamath Palihapitiya, GP @ Social Capital)
The End of Decisions (Maurice Russo, VC @ Lerer Hippeau)
The ATM Heresy (David Beisel, GP @ NextView)
Are Venture Capital Markets Efficient? (Yoni Levy, VC @ Israel Growth)
RL Beyond the Verifiable (Tanay Jaipuria, Partner @ Wing VC)
The World as Model (Meltem Demirors, GP @ Crucible Capital)
AI’s Optimisation Era (Akash Bajwa, Principal @ Earlybird)
If we don’t understand AI, how can we build it? (Zachary Hoffman, ML @ SignalFire)
Notes:
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