Lucky husband of @ntduke and father of two amazing girls. Cofounder of NextView. Built some product at Ebay and learned some investing at Spark Capital
Joined March 2008
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When I wrote my posts about the existential crisis in seed, most investors simultaneously agreed and were surprised that I said the scary part out loud.
My partner @davidbeisel is taking it up a notch. As I've started saying, VC's are looking for a steroid shot to help them run faster. Instead, AI is a car that may make it pointless to run at all. Enjoy!
Jun 9
When I tell my fellow VCs in private I believe that AI is going to take our jobs, I'm usually laughed off.
Today I'm launching a new blog, Carried Away, to make the case in public.
🧵
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baller
Jun 4
we sat 12 tech legends around a table and played a game of mafia. watch the full first episode on x —
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Loved this chat. Thanks for having me on and for the excellent discussion @PeterJ_Walker!
Successful seed investors (not struggling ones) started quietly exiting the industry. That's what sent @robgo from @NextViewVC down a rabbit hole that turned into four published theses on what's broken at the seed stage.
New episode of The Data Minute 🎙️ out now.
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Rob Go retweeted
May 19
Congrats to NextView Partner @stephpalmeri, named to @BusinessInsider's Seed 40 — a list recognizing "the women whose early bets have helped shape the startup ecosystem."
"Lists like this are fun, but the real story is always the founders." - @stephpalmeri
More below 👇
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Even a Duke alum can appreciate this outstanding commencement speech
May 15
Eric took the stage at UNC Chapel Hill to deliver a commencement speech to the next generation of Tar Heels, sharing a message for the graduates as they step into what comes next.
Watch the speech in its entirety here: youtube.com/watch?v=pSYEDc7-…
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This was an outstanding interview. Perhaps the most clear thinking CFO I’ve ever heard.
Krishna Rao is the CFO of Anthropic, and this is his first podcast appearance.
He joined the company two years ago when run-rate revenue was about $250M. Today it is $30B. He has helped raise ~$75B and is responsible for the procurement and allocation of compute.
I feel lucky we get to hear what it is like to sit inside a company this consequential at a moment this pivotal.
We discuss:
- The cone of uncertainty
- How he allocates compute across Trainium, TPUs, and GPUs
- What investors misunderstand about model companies
- Why the returns to frontier intelligence keep rising
- Platform vs application and where Anthropic builds its own products
- How Anthropic uses Claude internally
I have asked my closing question about the kindest thing more than 500 times. Krishna's answer is one I have never heard before.
Enjoy!
Timestamps:
0:00 Intro
2:38 The Compute Canvas
6:51 The "Cone of Uncertainty"
11:58 Why the Returns to Frontier Intelligence Are So High
16:45 Recursive Self-Improvement
20:20 Scaling Laws
23:30 Sourcing $100 Billion in Compute
28:05 Platform vs. Application Strategy
32:52 Pricing Dynamics
38:48 How Anthropic’s Finance Team Uses Claude
43:24 Raising Capital & Overcoming Investor Skepticism
52:32 Public Perception, Risks, and Government Regulation
57:25 Mythos Release
1:12:33 What Could Derail the AI Revolution?
1:13:47 Biotech and Healthcare
1:15:31 The Kindest Thing
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This is a great thread. Most of our mistakes stemmed from trying to be too precious about some arbitrary model or target. It’s the tail wagging the dog.
This deserves a longer form blog post but for now a thread about an idea mentioned in our Q1 LP report.
We have a saying at Altos. Organize our funds around companies — not the other way around.
It sounds simple. In venture, it’s almost heretical.
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This has been true for many years!
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My Partner @melodykoh has been on fire with her writing. But this is one of her best and most approachable recent posts. In AI, which is rising faster, the ceiling or the floor? I honestly don't know, but this is an amazing framing to the question.
melodykoh.substack.com/p/in-…
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seems like an appropriate time to repost this:
nextview.vc/blog/more-though…
TLDR: Investing is about capitalizing on market inefficiencies. There are two inefficiencies in VC.
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Rob Go retweeted
Apr 13
A decade ago, two of the smartest minds on AI, Geoffrey Hinton and Vinod Khosla famously said “People should stop training as radiologists now.” Today there are more radiologists than ever. All fine, but somewhere in America there is a geriatric medicine practitioner who could instead have been reviewing scans from the beach for $600K had they not picked a different career based on an AI prediction.
Don’t let AI predictions ruin your life. Remember, nobody knows shit.
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This is excellent
Apr 9
"So You Want to be a VC"
Im enjoying this week in Boston visiting students promoting my new book - Runnin Down a Dream. Not surprisingly, many ask me about trying to break into venture capital. I wrote a letter answering this question 15 years ago. I would send it out when people inquired. I'm making it public for the first time - with zero modifications.
1) I think it holds up well
2) make sure and read my new book also
3) I probably can't help with followups (as suggested in the letter)
Hope you find it useful. Good luck!
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