Is AI venture living through its biggest bubble yet, or its biggest winner-take-all cycle ever? This week we break down Samir Kaji’s read on the duality driving valuations to record highs. They also dig into a Stanford field experiment proving cold pitches to investors work far more often than founders think, and chat through Tomasz Tunguz’s take on why most startups don’t actually have a real moat at founding. A fast, sharp look at three ideas shaping venture right now.
Crazy, and Rational: Venture’s Cognitive Dissonance Moment — Samir Kaji
Cold Pitch: How to Ensure the Investor Gets Back to You — Ilya Strebulaev
The Moat You Haven’t Earned Yet — Tomasz Tunguz
https://www.linkedin.com/posts/tomasztunguz_every-founder-receives-the-question-on-slide-share-7476313578724163584-lDOF/?utm_source=share&utm_medium=member_desktop&rcm=ACoAAA5hEQYBCpFBhwgQkza1bkGnQMn-Foiovzc
