AI

I write about artificial intelligence from the perspective of someone who invests in AI companies and is building one. Posts like “The AI Unicorn Playbook: 3 Common Strategies” and “3 Common Mistakes Killing AI Startups” come from studying what actually works and what quietly fails.

“The AI Unicorn Playbook” came from studying many new AI unicorns and noticing 3 things they have in common that are driving their growth and valuations. Patterns matter more than hype.

“3 Common Mistakes Killing AI Startups” starts with a blunt observation: every time OpenAI launches something new, another 100 AI startups quietly die. I wanted to write about why that keeps happening.

“Why Most GenAI Startups Won’t Last” came from conversations with dozens of AI founders and VCs as I think about my next startup. The honest answer is that most generative AI companies are built on thin ice.

“The GenAI Arbitrage Trap” asks a question that bugs me: why are we celebrating GenAI startups that have $10M+ ARR with only three people? That math should concern investors, not excite them.

More AI posts on the way. I write about this space because I am in it every day, not because it is the hot topic of the moment.