The Learning Corner by Precursor
Welcome to the Learning Corner, a weekly Precursor Ventures podcast, where members of the Precursor team walk through their favorite articles and news snippets across the venture ecosystem.
Episode #2: Anthony Kwesi Hagan, Euclid Insights, Sarah Tavel's Newsletter
This week on the Learning Corner we discuss the importance of transparency in LP-GP relationships especially in a time where the growing need for liquidity is top of mind for LPs. We also delve into a rising interest in AI-first roll-ups, the evolution of tech-enabled service providers, and the management of legacy assets. The episode wraps up with insights into risks and strategies in AI seed investing especially as a B2B AI application.
Key Points
- Longer holding periods for unrealized returns are becoming the norm due to changing economic conditions and market dynamics, urging investors to shift their mindset to be more patient.
- The increasing power and capabilities of foundational AI models may inadvertently compete with specialized AI applications, making it crucial for startups to execute exceptionally well and target overlooked verticals.
- The rapid pace of AI innovation means that problems deemed hard today may become trivial in the near future, challenging the sustainability and uniqueness of current AI-based solutions.
Chapters
| 2:05 | |
| 3:24 | |
| 6:29 | |
| 9:02 | |
| 9:53 | |
| 11:04 | |
| 15:07 | |
| 17:08 | |
| 18:50 |
Transcript
Loading transcript...
- / -