I'm investing in early stage AI startups

Hi all,

I’m investing in early stage AI startups.

If you know someone who’s looking for easy-to-fit-in checks from helpful founders (happy to provide references) I’d love to chat.

Trevor

Index companies (article)

Elad Gil 4 years ago:

“Index companies often take a cut of every transaction in their space, or are a piece of infrastructure everyone in the market needs. For example, it is a hard to launch something into space in the West without using SpaceX. These companies may be ways to participate in the market broadly without having to worry about who wins in it.”

If you’d invested in Nvidia when he wrote this you’d be up 10x. On the other hand, Zoom and Substack have not done as well.

What are the other indexes being created now?

Tweet

“I regret to inform you that the entry fee for having “high agency” is you take responsibility for everything”

The danger of Trump disobeying court orders (article)

Tyler Cowen, not what you think:

“I am allergic to the view that “fascism could come and market prices would not even budge.” In fact, I think it is extremely skeptical and subversive of democracy, or shall I better say a constitutional republic. I think fascism, or a constitutional collapse, would be a terrible outcome in a variety of very practical ways, in addition to its moral failings. At the very least it would matter for many particular enterprises.”

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