The best founders are the ones who can articulate why the existing solutions are broken and why their approach is fundamentally different.
Crypto is not a bubble. It's a new financial system being built in public. The volatility is the price you pay for getting in early on something that will eventually be worth trillions.
The biggest mistake you can make in a downturn is cutting too slowly. The companies that survive are the ones that make hard decisions fast and then rebuild from a position of strength.
If you're not willing to be called crazy for your investment thesis, your thesis probably isn't differentiated enough to generate outsized returns.
The US has a window to lead on AI. If we regulate first and build second, we will lose that window. China is not going to wait.
Enterprise software is boring to talk about and extremely good to invest in. The economics are just better than almost anything else in tech.