Being long on innovation – part 3: the (generative) AI and LLM race has just started
- By ssyc1
- September 8, 2023
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Should we be concerned about the dominance of Big Tech and its effect on the development of the AI industry? This is quite a big question but with the launch … Continue Reading
From a venture investor’s diary #2: On leaders and leadership
- By ssyc1
- June 8, 2022
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Leadership is something that the pattern recognition machine that is me think a lot about, have a lot to say about, and don’t know when I will ever stop thinking … Continue Reading
From a venture investor’s diary #1: The power of thinking long-term, practicing a “craft”
- By ssyc1
- August 31, 2021
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Saw two companies that are not yet ready for their first institutional funding round. Reminder to myself: need to be a long-term minded investor. Translation: there are always opportunities to … Continue Reading
Thoughts from the trenches: Little data, dark data, “ramps” and related things
- By ssyc1
- January 29, 2021
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“Big data” and its twin, AI, is a big theme, has been so for some time (for us too), and is continuing at an accelerated pace. But seeing big data … Continue Reading
Dear Founder #7: Thinking global from day 1
- By ssyc1
- May 1, 2020
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One of the happy things in my day-to-day life is that we are increasingly seeing founders who are thinking global from day 1. Substantive thoughts about building a “global” company … Continue Reading
Dear Founder #6: on weather-proofing again (with a note on strategies for the unexpected tornado) ….
- By ssyc1
- April 8, 2020
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Dear Founder, We feel the need to speak about resilience and being weather-proof again (our part 1 – “building strong and weather-proof companies” – is here). For those of … Continue Reading
The art and science of venture investing – #3: it’s investing vs divesting and the “relationship”
- By ssyc1
- March 6, 2020
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Some of the most interesting analyses about investing that has been making the rounds of the institutional investment community in the last few years has been about how fund managers … Continue Reading
Re-imagine: products, policies, digital transformation, machines vs humans
- By ssyc1
- February 27, 2020
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As we move into a new decade, it is worth asking broader questions like “what does our world need”? We’ve just sent out an investor newsletter discussing how the world … Continue Reading
The Power of the Power Law, “super-stars”, and moving the returns curve “to the right”!
- By ssyc1
- February 21, 2019
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I finally get to jot down some of my thoughts here about the “power law”, and more specifically the “power of the power law” …. I. The phenomenon of superstars OK, … Continue Reading
The art and science of venture investing – #1: dealing with “hotness” and “coldness”, luck vs skill, intellectual honesty, and others
- By ssyc1
- August 29, 2017
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I’m recently back from a large tech conference where some participants were discussing the question whether AR, VR and AI is “too hot”? Should I pay any attention to what … Continue Reading