LaBossiere Podcast #58 - Miles Grimshaw
13 snips
Sep 4, 2025 Miles Grimshaw, Partner at Thrive Capital, shares fascinating insights into the tech investment landscape. He discusses the transformative effect of AI on startups, emphasizing the importance of creativity and adaptability in innovation. Miles contrasts different investing approaches, likening them to physics and biology, and explores 'business genetics' in evaluating new ventures. He also highlights the power of incremental success in business strategy, drawing parallels to Amazon's growth, and underscores the significance of collaboration in achieving remarkable outcomes.
AI Snips
Chapters
Books
Transcript
Episode notes
The Era Of Doing
- AI shifts software from 'searching' to 'doing' by executing tasks for users rather than just presenting information.
- Full‑stack teams that shape intelligence into product experiences win in this era.
Engineering Costs Fall, Distribution Still Rules
- Engineering costs keep falling, but distribution (sales & marketing) remains the dominant capital sink for many companies.
- Lower technical friction expands addressable markets and lets strong companies layer on more products.
Why Trillion-Dollar Winners Emerged
- Massive secular tailwinds plus sustained founder inventiveness enabled trillion‑dollar outcomes.
- Markets like cloud, payments, and global social reach create unusually large winners that continue to compound.
