Amory Poulden
@AmoryPouldenBacking the next generation of European equity efficient startups @D2fund ✍️💸 | rider of boards 🛹🏂 | plant lover 🥦
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@jeremykuoo
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Investors would rather see you die trying to grow 3x per year than live compounding at 30% per year.
AI will indeed spell the end of all human outbound sales jobs. NOT because AI "replaces" them, but instead because AI so poisons the well and no one responds to anything anymore.
I block all AI SDR emails now I ignore those written by humans, but never used to block them Now I block all the time If it’s not just me … we’ll see what happens to AI SDR emails
Friends of mine have told me AI SDR might actually make outbound sales stop working entirely in the coming years 👀
"Runway’s engineers built a tool that scanned a list of potential corporate customers and drafted custom emails....To make the messages seem more realistic and human-looking, CEO @blader told his team to instruct the AI to include at least one typo in each email."
Fascinating and highly believable thesis on the impact of AI on networks and communities
Personal Introductions Only — How AI is raising barriers in Silicon Valley, not lowering them… and stratifying society and class not flattening it.
This is peak South American football 🇺🇾 The striker barely "shoots" towards the goal, an overweight defender fucking dies for no reason, another defender misses the entire ball trying to clear it, then a random dog celebrates the goal in the stands 😭
crying about liam having a long rant at the london eye
How many ways can you make money? Classic venture only works one way (public). New venture has lots of ways to make money. We back companies that CAN be “just good businesses” on the belief that being a good business won’t preclude them from being big down the line.
Seeing very little defensibility of these right Seeing vertical agents as a great wedge into adoption, but need to identify ways to own the core system, not just integrate with it
Why do we tax capital gains at a lower rate than income? Capital gains take many years of risk to achieve. You might have capital tied up for a decade before the gain. In that decade the government might have inflated the entire economy by 50% but you can't deduct their…
What many investors fail to realize is that there is a real upside to being late to the game in some fields. When new spaces come into existence and companies are racing to get first to the top, one thing you will often see is that they will reach feature equilibrium.
Britain: <taxes every productive activity in the country and tosses it down the gullet of a virtually static housing supply, an insatiable healthcare system, and the over-68s.> Also Britain: "Why oh why do we have a productivity problem?"
In January you wonder why anyone would want to live in England and in May you wonder why anyone would want to live anywhere else.
What’s wild is that this is exactly how real venture has always worked, in a pure sense over the long term… The manipulation of ‘venture’ matters more than people think. If I had a pod, I’d say we need to do one on this…
a thought that's buzzing in my head since this week's convo with bryce / indie.vc he's advocating for ambition - just that he's asking to not confuse ambition/big outcomes with chasing paper unicorn status. chasing paper unicorn status is what founders are mad…
The perfect investor update 🤌
return to tradition: build cool things for your users & generate cash flow
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Who to follow
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Jeremy Kuo
@jeremykuoo -
Cheryl Ingram
@DrCIOfficial -
Jon 🦊 Fox | Product Design Leader🧢
@JonFoxUX -
Jono (It's a name and a title)
@Whatsajono -
Vlad Tropko
@VTropko -
Alairé Jameson
@Alairetj25 -
Ryan Brown
@RyanSBrown411 -
Jordan Leites
@jleites13 -
Ankit Kedia
@akedia -
Chelsea Zhang
@zchelseaz -
Maggie Kenefake
@mckenefake -
Nell Cooper
@naivenell -
Anthony Bednarek
@chiller_jones -
Kristofer Martin (swizzy.eth)
@K_Swizzy20 -
Shane Boudreau
@VestIn_CG
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