Hunter Walk
Self-Aware Self-Promotion
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Latest posts
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For Early Stage VCs, Non-consensus is Too Risky, Consensus is Too Boring, but Pre-consensus May Be Just Right.
Temporal or structural? That’s a question many pose about the growth of the largest venture capital firms into multi-multi billion dollar investment managers and the increasing concentration of dollars in outlier companies regardless of their stage. For purposes of this post I’m…
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Will the US Government Become AI’s (SI?) Lender of Last Resort?
Today I’m wondering if a period of extended shakiness in the AI market would lead to government intervention as equity or debt buyer of last resort? Certainly can see folks believing it’s in the national interest to own parts of these companies [in particular Anthropic, OpenAI,…
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Why There Will Be More Pro Rata Conflicts
Early stage funds have grown to the size where they want/need to exercise their pro rata rights in multiple rounds. This is a change. The potential for ‘outliers’ being 10x, 100x bigger than last cycle also means Series B, C etc aren’t *just* 5-10x upside bets. They’re still…
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Mercury’s CEO on their Principles of Writing (and AI Usage)
Mercury is a leading banking++ software platform for businesses (disclosure: happy small investor in the startup). I’ve found their CEO Immad Akhund to be a thoughtful leader, so was excited to see his recently published “Principles of Writing” to steer communications at…
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I used to respond to every cold email but now AI slop is killing my inbox
Giving at least a courtesy reply to every initial cold email received was a longstanding goal of mine, especially when they were from entrepreneurs or folks trying to break into tech. The ROI in this commitment was always questionable (although we found at least one great…
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AI: “It’s very difficult to have a sober conversation about this when there’s so much money at stake”
“I don’t know if AI is going to destroy humanity. Neither do you. But here’s what I do know: It’s very difficult to have a sober conversation about this when there’s so much money at stake.” per usual, very much appreciate Dan Primack’s sensibilities here
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Does Your Startup Have an AI Writing Policy Yet? Here’s One from Clay.
Red light, yellow light, green light. That was the simplest example of “Can we use AI?” policy guidelines I saw while touring high schools with my daughter last year. And now corporate version is starting to turn up, one of the first public ones being Clay’s AI Writing Policy…
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AI is Changing South Korea Even Faster Than it’s Changing the US; Why 🥀 Is The Fastest-Rising Emoji; How Robots Might Save Cherry Blossom Season; +++ [link blog]
Middle of August reads for ya’. 😭 or 😂: Do Your Emojis Make You Look Old? [multiple authors/NY Times] – The subhead tells you everything you need to know: When it comes to emoji usage, we’re all just following teen girls. “Teenagers now tend to use 🔥 where older people use 💯”…