Benchmark partner Bill Gurley's investment advice, the first two points seem applicable to crypto as well: The ideal founder profile: someone with in-depth knowledge of a specific vertical industry, and a heavy user of various AI tools.
Go online and see what people at Anthropic and OpenAI are publicly discussing, then stay away. The truly safe bets are those deep, vertical fields that deviate from the mainstream.
Currently, institutional investors have zero interest in non-AI projects. If you invest in a non-AI project in its angel round, expecting it to raise more money in the future is virtually impossible in the current environment.
The best way to protect yourself from being rendered obsolete by AI is to become the most adept user of AI.
Do you want to watch Breaking Bad tonight, or read about this field? If you choose the latter and feel genuinely excited while reading, then your passion is real. True passion will emerge in your own free time; it doesn't need prompting.
As more and more content can be generated by AI, people will crave things that can only be experienced in person—these assets will appreciate in value.
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