In tech, career options narrow every year. Manage your career deliberately. It’s important to carefully manage your career in the technology industry. This is a controversial post, but I want to put it out there in the spirit of helping: Career longevity is challenging in … Continue readingTech Career Funnel: In tech, career options narrow every year. Manage your career deliberately.
Coding is not the hard part; it’s what comes next So many founders get it wrong. Coding is not the hard part. As a VC, I review hundreds of AI pitches from founder a month and I pass up most, why? Building product has never … Continue readingSo Many AI startups Get it Wrong
As a speaker, I’ve presented this at public events a handful of times, and will increase this as this market evolves, maybe even hosting a few events on the topic. As an investor. we’ve already backed a handful of leading agentic startups like CrewAI, Composio, … Continue readingNew Software Category: AROW Agentic Robotics Orchestration Workflows
Warning: This is a spoiler—the video hasn’t been published yet. Here’s the Google slides, however, the talking points are in the lower speaker section, which may be difficult to follow. To make it easier, I’m posting the content here in storyboard format so you can … Continue readingClosing Speech at TED AI on AI Culture and Revenue Per Employee of AI Native SF Bay Startups
Mindset shift: Who are you competing with? Surprise! It’s not your traditional competitor, it’s your customer that uses AI. See market data of enterprise service, consulting, BPO, digital agencies and research service companies. Assume your customer is adopting AI faster than you can: rolling it … Continue readingServices Firms Falling Behind on Enterprise AI
AI agents will start by aiding us like colleagues; wild thought: they may become our customers & competitors. What are AI agents? They are autonomous applications designed to complete tasks and solve problems on the web and apps, acting on behalf of users with minimal intervention. … Continue readingFuture Relationships: AI Agents and Companies
I go to three AI events per week, here’s what I’ve learned. I’m frequently asked, “Where are the AI hotspots” in the bay area? Yeah, there’s often 80+ AI events per month in SF, and I also lead my own event series. I’ve been in … Continue readingThe AI Hotspots in the SF Bay Area to Keep an Eye On
The “AI Classification Framework.” (or ACF for short) is a new approach to evaluating AI capabilities based on the Theory of Multiple Intelligences … Continue readingModel the Future: AI Classification Framework
I’ve visited many a region that’s interested in creating its own “Silicon Beach/Mountain/Cliff/Island/Plane/Desert,” and that is truly wonderful. Along the way, I’m often asked what makes Silicon Valley successful. The elusive recipe need not be hidden in a vault or passed down from Nana to … Continue readingRecipe: How to Bake Your Own Silicon Valley
Should large, established companies innovate internally or just acquire successful startups? This post is part of our continued series on Corporate Innovation, in preparation for a research report, on this topic. Last week, we published The Ten Types of Corporate Innovation Programs which looks at … Continue readingCorporate Innovation: When to Build and When to Buy
