When I first got bullish on AI in 2023, the only way I could think of to express the trade was NVDA + hyperscalers. It just seemed like they had all the advantages across compute, data, talent and distribution I'm no longer sure this makes sense. Hyperscalers have largely

Posted less than a year ago btw

The most important skill in early-stage venture is picking founders To pick founders well, you need to know what greatness looks like—ideally because you’ve seen it up close.

Another banger from PD One of the best and most underrated writers on CT Go check it out

🤔 https://t.co/UemQVBroQG