
Alex Iskold | 2048.vc
66.2K posts

Alex Iskold | 2048.vc
@alexiskold
VC | Lead Pre/Seed @2048vc | Pitch me https://t.co/7RMuMRnXF1 | Coach @HarvardHBS | Blog https://t.co/0DoDmSLmNZ | Systems Thinker







You have no experience. You’ve never started a company. You’ve never had a full time job. Nike is going to kill you. You’re a kid. You don’t have technical skills. You shouldn’t build hardware. Apple is going to kill you. You can’t build hardware. You can’t measure heart rate non-invasively. Athletes don’t care about recovery. Under Armour is going to kill you. It won’t be accurate. You don’t listen. You’re an ineffective leader. You can’t recruit great talent. You’re going to have to pay every athlete. You can’t measure sleep non-invasively. It’s too expensive to research. Athletes are a small market. The product costs too much to make. The product costs too much to sell. Your valuation is too high. Consumers aren’t going to want it. Hardware is too hard. You should measure steps. Fitbit is going to kill you. You can’t build a marketing engine. You can’t raise enough money. You need a real CEO. Google is going to kill you. You can’t be a subscription. You can’t build a brand. You can’t do consumer in Boston. Your valuation is too high. You shouldn’t make accessories. You shouldn’t make apparel. Lululemon is going to kill you. You can’t predict Covid. Stay in your niche. You are going to run out of money. You can’t build a health platform. Amazon is going to kill you. You can’t measure blood pressure. You can’t get medical approvals. The market is too small. You don’t understand AI. The market is too competitive. It won’t work internationally. The supply chain is too complicated. You can’t build an AI. You can’t raise enough money. It’s too competitive. Healthcare isn’t going to want it. … Just keep going ✌️












Sequoia's @gradypb says systems of record software companies are relatively safe from AI disruption, but that systems of engagement companies built on top of them are in trouble: "The first wave of the on-prem to cloud transition was transitioning systems of record — the Workdays, Salesforces, and Servicenows of the world." "The second layer on top of that was the systems of engagement. The systems of record might own the core database, but then there are a bunch of different workflow applications that reside on top." "I think what we're going to see with the wave of AI software is a third layer on top of those." "It's the layer that does the work. It's the agents getting deployed. They may or may not need those workflows beneath them, but certainly need access to everything that's sitting in that system of record." "As a result, I think those systems of record companies are relatively safe. They may not catch a lot of net new workloads, because those might go to the AI native companies. But I think overall they're pretty safe." "I think some of those workflow-based companies in the middle are in trouble, because they're neither the systems of record nor the agentic capability that's getting deployed. So they'll have to figure out how to become like that agent harness, so to speak, for whatever job needs to be done."







