This is a really thoughtful and, IMO, one of the more accurate AI pieces I've read from venture partners, vs the hype I see. I'm especially struck by your apps vs infra comments, which very much aligns with my own personal beliefs based on my years -- a lot of them -- in software/SaaS businesses and seeing the hype cycles of other categories/shiny objects. Really nice work, Phil! 🙏👏
This is a really thoughtful and, IMO, one of the more accurate AI pieces I've read from venture partners, vs the hype I see. I'm especially struck by your apps vs infra comments, which very much aligns with my own personal beliefs based on my years -- a lot of them -- in software/SaaS businesses and seeing the hype cycles of other categories/shiny objects. Really nice work, Phil! 🙏👏
Thanks Nick!