SOAR

My theories and experiences, why so many VCs are unhappy (even though most are very well paid): 1. Easy to fail slowly This leads to years of low-level but constant stress. Pretending growth will reaccelerate in your big investments. Hoping your biggest check will pan out … when it won’t. Knowing you probably won’t be part of the next fund. Etc. 2. Easy to fall out of being a winner Many have a few strong investments but then markets, timing, energy change and/or networks decay. This can lead to plenty of anxiety 3. Partnership dynamics Many VC partnerships are sort of quietly toxic. They look and sound supportive. But even where there is “no attribution”, every one knows who sourced, and who owns, the big winners. There is so much quiet bravado, and wolf pack heirarchies. 4. Partnerships > n=2 are unstable They just are. Partnerships really are meant … for two.

I'm afraid we've entered a dark era in AI model development and access.

At times our internal Slack is at least as fun as twitter.

7am flight out of SFO - Leave house 1h before flight leaves - 13 min Uber to airport, views of the Bay - TSA agent smiles asks if you like the Grateful Dead - Ads for AI agents that cure cancer - Multiple food options spanning global cuisines - 2 min walk to gate - Get upgraded to business class - Depart 5 min early 7am flight out of JFK - Leave house 3h before flight leaves - 73 minute Uber to airport, bumper to bumper traffic - TSA agent hates you - Ads for underwear - No food options besides Jamba Juice and hardboiled eggs - 17 min walk to gate - Get downgraded to seat next to bathroom - Depart 2 hours late