> family offices made 41 direct startup bets last month, almost all AIVCs themselves helped manifest this btw by consistently parroting publicly and to LPs that only 20 companies (all AI, really) matter and everything else is chopped liverGiven that allocation in those 20 companies is effectively available to anyone on the planet atm (excess demand and supply), why would LPs not be encouraged to do these investments? (and GPs then can’t be mad that LPs are doing directs instead of investing thei
1:14
> family offices made 41 direct startup bets last month, almost al…
8.2K views1 month ago
x.comarian ghashghai
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i maintain the view that space will be the next big VC bubble after AI:> AI (like all bubbles) will eventually come to back down to earth> Losses in AI will be explained by it being infeasible to scale enough compute terrestrially quickly enough> Solution: put our AI data infrastructure in space (i.e. not on land)> Putting and maintaining exorbitant compute resources requires all kind of new investment in the space economy > space becomes the new hot, money pit (to fulfill the promise of AI)(it’
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i maintain the view that space will be the next big VC bubble after AI:> A…
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