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20VC: The OpenAI Memo: Why Invest? Is it too Late to Catch OpenAI? Are OpenAI's Models Truly Defensible? Does the Value in AI Accrue to Incumbemts or Startups - Application Layer/Infrastructure? What Happens with Regulation? with Vince Hankes @ Thrive
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
The Importance of Thinking Top Down on Market Analysis
I think a lot of investors get tripped up on trying to be so precise on TAM and market and defensibility and the moats around businesses. When it's so early in a technology cycle like this it almost is a little bit more of a venture mindset where there are going to be 50 reasons you can say no. We're not talking about building the next unicorn or deca corn we're talking about disrupting search or google I mean that's a trillion dollar opportunity butSure I can't put a TAM around chat GBT but I can tell you like we're nottalking about a small prize at the end of the day.
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