Hello,
I wanted to reach out and thank you for reading my deck earlier this week on the state of VC. It seems like it really struck a chord / got way more distribution than I thought it would (I guess decks perform better than twitter screenshot essays?).
By way of followup I wanted to float three things:
- Mini-Conference? There seems to be enough interest in this topic, and in particular this 'old-is-new' model of post-factory-line seed investing to warrant a mini-conference. But we have to figure out if it should be in person or virtual, content, etc. If you would be interested in a further 'live' discussion on what comes next for seed would you mind letting me know and helping guide the topics?
- Further Discussion on More or Less... You may or may not know that I do a podcast with friends. This week's episode just came out this AM, it is 70% about the NYT and misinformation, but 30% of the episode is further discussion of the deck. If you are curious check out our podcast on spotify, apple, youtube -- discussion of the deck starts at 43:66.
- The Information... Obviously this deck is all commentary, but Jessica Lessin and the team over at The Information break a lot of the news that actually informs my musings ... I asked her, and for anyone that read the deck and doesn't subscribe email me back and I can get you a discount on an annual subscription :) -- check out her great interview with Andrew Jassy on Amazon / AI today (if you believe as the deck asserts that the big boys are going to be the ones making all the money in AI ;)
All the best, and thanks again for engaging on the topic!
Best,
Sam