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20VC: Why OpenAI Will Become an Infrastructure Play, Why Apple Will Win in an AI World, Why Google is the Most Vulnerable Incumbent, Will LLMs Be Commoditised, Which Startups Are Thin vs Thick Wrappers on Top of LLMs with Jeff Seibert, Founder @ Digits
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Key Advice for Angel Investors
When investing as an angel, it's crucial to have a disciplined approach, maintain a portfolio with equal investments, and avoid having more conviction in one company over another at an early stage. It's also important to be known for the amount you invest rather than focusing on individual companies. Furthermore, sustainability is essential, especially in consumer products, and it's crucial to focus on real traction in enterprise software for potentially more sustainable returns. Lastly, it's important to recognize that massive spikes in revenue may not be sustainable in the long term.
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