Episode #68: The 2028 AI Crisis Memo, Rethinking Series A, 2021 Founders Hitting Reset
This week we dig into the viral Citrini Research "2028 Global Intelligence Crisis" memo, a scenario written from the future that rattled public markets and sparked a real conversation about what happens when AI works exactly as promised. We also highlight a great StrictlyVC Download episode with Stacy Brown-Philpot, founder of Cherryrock Capital, on what it takes to win at Series A in today's market. We close with a LinkedIn post from Alex Pall of Mantis Venture Capital on 2021-vintage founders hitting a first-principles reset in the age of AI.
Key Points
- The AI productivity boom has led to a significant economic and social shift, including a potential collapse of the SaaS market and widespread white-collar job losses.
- Investing should align with a vision for the future world one wants to see, as venture capital decisions can significantly shape societal and technological landscapes.
- Founders' passion and excitement for the problems they are solving can significantly enhance their urgency and output, leading to better company outcomes.
Chapters
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Transcript
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