Dan and NEA partner Ann Bordetsky discuss why Ann is more optimistic about venture’s outlook compared to the rest of the market (1:30), AI’s breakthrough moment with ChatGPT & how the big tech giants will impact the AI industry’s future (7:00), why it’s not too late for Meta to course-correct (11:00), if Apple can achieve a platform shift with its expected AR headset (13:30), financial reality bringing a harsh end to the era of “magical thinking” (18:00), the rise of fractional work and Gen Z’s differing demands from tech (26:00), where Ann sees the biggest innovation arenas this year (33:00), and if Twitter will be the downfall of Tesla (40:00).

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Check out the articles discussed in the episode:

-Ann’s Medium post: When doesn’t change in 2023

-The Information: Musk’s Twitter Saw Revenue Drop 35% in Q4, Sharply Below Projections

-NY Times: The Crypto Collapse and the End of the Magical Thinking That Infected Capitalism

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View our show notes and transcript here

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Okay, Computer: Magical Thinking Meets Financial Reality: A Conversation with NEA’s Ann Bordetsky