Disintermediation Revisited: Agentic AI and the Threat to Marketplaces
“Agentic AI” is currently used for LLMs autonomously performing tasks that previously required human intervention. I’m pretty sure that
Operation Warp Speed and Why It Mattered
One of the most interesting things to happen during the pandemic, and a lesson we seem not to have internalized
Overtourism as an opportunity in travel VC
Some time ago, in the context of a fellow investor's annual LP day, I attended an excellent talk
The transactionality of VC-founder relationships
I will keep this as anonymous as possible.
I had lunch with a founder today. We don't know
