Chris Paik

Chris Paik, General Partner at Pace Capital and former board member at Twitch, shares his unique investment frameworks. He discusses concepts like atomic value swaps and business model fit, along with the evolving landscape of consumer trends such as virtual YouTubers and Apple’s Vision Pro. Paik also delves into the 'seven deadly sins' as motivators for entrepreneurship and emphasizes the shift in marketplace dynamics that impact investment decisions. His insights shed light on how technology and human behavior shape the future of venture investing.

Chris Paik, General Partner at Pace Capital and former Thrive Capital leader, shares his journey from novice to a prominent VC in NYC. He delves into the critical distinctions between business model fit and product-market fit, emphasizing that clarity in business descriptions drives successful investments. Chris discusses misalignments between VCs, founders, and LPs, and critiques the current venture landscape, arguing that virtuous companies often suffer in enterprise value. He also highlights the importance of market timing and the interplay of timing and execution in startup success.

Chris Paik, a general partner at Pace Capital and co-founder of Thrive Capital, dives into the transformative impact of AI on venture capital. He discusses innovative investment strategies and the psychological barriers investors face in today's competitive landscape. The conversation explores the future of software development and the rise of local computation, highlighting the essential infrastructure required for AI workloads. Paik also illustrates AI model evolution, predicting a decade of groundbreaking advancements driven by these technologies.