459. Investing in "N-of-1" Companies, Focusing on Category Creators, How to Invest in AI While it’s at Peak Hype, and Using Recruiting as a Key Differentiator (Rusty Ralston and Jay Patil)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Venture Capital Insights: Current Trends and Challenges
This chapter analyzes a recent Carta report on the declining trends in venture capital, focusing on smaller funds' outperforming larger counterparts. It highlights challenges in the current exit market and the pressing need for innovative solutions from companies, especially in the AI sector, where valuations are high but failures are rampant. The discussion concludes with the importance of defensibility in AI investments and the potential role of experienced mentors in navigating the evolving investment landscape.
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