|Publish Date||Essay + Link||Summary|
August 8, 2023
Siri Gets an MBA: Autonomous Agents and The 1-Person Unicorn
This essay explores how advancements in autonomous software agents powered by AI could allow solo founders to achieve outcomes comparable to entire teams. It envisions a future where individuals leverage networks of intelligent agents as empowering productivity multipliers. However, it also highlights reasoning and security challenges to address as this technology evolves.
June 27, 2023
An Approachable Primer on the Layers of AI and LLMs
This article provides an accessible primer on the fundamentals of AI, focusing on generative AI and Large Language Models (LLMs). It discusses the building blocks of AI, including Artificial Intelligence, Machine Learning, Deep Learning, and the facets within Deep Learning that give rise to LLMs. The article also covers the components that make LLMs possible, such as Neural Networks, Weights, Deep Learning, Transformer models, Tokens, and Embeddings.
May 12, 2023
Mental Modes and Pre-Seed Founders
In the article "Mental Models and Pre-Seed Founders," the author discusses the importance of mental models and heuristics in guiding investment decisions and providing valuable insights for early-stage founders. The article presents several rules, each with a problem or situation, a case study, and its application to pre-seed founders.
April 26, 2023
The Token Mentality
The article discusses the "Token Mentality" in the context of Web3 and cryptocurrency investing. It highlights the tendency of investors to focus on short-term price speculation and market events, which can lead to misguided investment decisions and a lack of attention to long-term fundamentals. The author argues that most investors struggle to predict short-term outcomes and that conversations on price don't matter due to the difficulty of knowing which information is already priced in. The article emphasizes the importance of focusing on long-term value and resisting the urge to trade in pursuit of short-term profits.
April 10, 2023
How AI Has Turned My Work Into Flow - Part II
In the article "How AI Has Turned My (VC) Work Into Flow (Part II)", the author discusses the impact of AI on their venture capital work, specifically in outbound sourcing, programming, and note-taking. AI has transformed their workflow by helping with cold outreach, learning to program, and taking notes during meetings. The author uses ChatGPT to craft personalized cold emails, learn programming concepts, and understand code.
March 28, 2023
In the article "How AI Has Turned My (VC) Work Into Flow (Part I)," the author discusses the benefits of using AI tools in their venture capitalist work. They mention that AI has made their work more enjoyable and efficient, particularly in the areas of writing essays and assessing market trends. The author shares their experience using AI tools like Lex and ChatGPT to help with writing, outlining, and editing. These tools have helped overcome the "cold-start" problem and streamline the writing process.