S3 | Episode 7: The Prisoner's Dilemma: Investing in the AI Build-Out
In every tech supercycle, investors are good at identifying disruptive technologies, but bad at picking the winners. AI is no different, except for the pace and velocity of growth, investment, and hype. And this time the incumbents are leading the charge. This episode works through how to separate …
AI Will Not Make You Rich
Written by Jerry Neumann
Read by Scott Brick
Read ‘AI Will Not Make You Rich’ here.
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Presented by Ramp
And by:
Vanta
WorkOS
Cognition
Editing and post-production work for this episode was provided by The Podc…
Elizabeth Zalman & Jerry Neumann - Founder vs Investor - [Invest Like the Best, EP.351]
My guests this week are Elizabeth Zalman and Jerry Neumann. Jerry has been on this show two times before. He’s an early-stage Venture Capitalist, an adjunct professor of entrepreneurship, and an excellent writer. Liz is a two-time founder, most recently co-founding StrongDM, in which Jerry was a se…
Jerry Neumann – Why Venture is Hard - [Invest Like the Best, EP.134]
My guest this week is Jerry Neumann. Jerry is one of the most thoughtful early stage investors that I’ve encountered, and his writings at reactionwheel.net are my favorite on this topic. He applies an incredibly structured way of thinking to a notoriously mysterious investment category. This is our…
Michael Mayer – Pseudonymous Social Capital and Bottomless Coffee - [Invest Like the Best, EP.124]
My guest this week is unique and so requires a short story. I met our guest Michael Mayer because of twitter. I followed and enjoyed one of several pseudonymous accounts that he maintains to experiment with ideas. His various accounts have wide followings. I think many of the best accounts on twi…
Ash Fontana – Investing in Artificial Intelligence - [Invest Like the Best, EP.90]
My guest this week is Ash Fontana, a managing partner at venture capital firm Zetta, who invests in companies which build software that uses artificial intelligence methods like machine learning to predict and prescribe outcomes. Ash’s combined experience as a founder, entrepreneur, and investor gi…
Chris Dixon – The Future of Tech - [Invest Like the Best, EP.69]
My guest this week is Chris Dixon, who has written some of my favorite essays on technology and venture investing. Chris is a prolific investor and thinker, having been an entrepreneur, angel investor, and now partner at the well-known venture capital firm Andreessen Horowitz. Our conversation focu…
David Tisch - Tech Investing Outside of Silicon Valley - [Invest Like the Best, EP.55]
My guest this week is David Tisch, who was instrumental in building and fostering venture capital investing in New York City. If you liked my conversation with Jerry Neumann--who, incidentally, introduced me to David--you are going to love this one. David was a co-founder at tech stars, New York'…
Jerry Neumann - The Deployment Age, Power Laws, and Venture Capital - [Invest Like the Best, EP.45]
I am drawn to a group of investors that I call practitioner philosophers. These are people who have gotten their hands dirty in their respective fields, but despite being doers, they still often sit back and ponder the big questions in business and life. My guest this week is one such practitioner …
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