Another example of scaling too fast to meet growth that will never come.

Does this mean you're not vibe coding? 😂

I'm betting on exponentially better. Still, it won't do your thinking for you but will free up your time to do more of the thinking yourself.

Agreed, if it does, it will. Fortunately, that's not the trajectory it's on.

This may be the status quo but keep in mind, AI's current state is the worst it will ever be.

These are the basics. If you want me to dig deeper comment below.

2. Your portfolio risk: you don't invest in one company, so you have to consider how your new investment balances out the risk of your portfolio. Usually, portfolio risk should diversify a portion of the company risk but not always.

As a VC you have to keep in mind a couple of other considerations:
1. Your holding period: the return from an investment has to materialize within 5-7, which is the common holding period of your investment.

The return is what you stand to receive in exchange for taking on the risk. Naturally, the higher the risk, the higher return you should be looking to get. But here's the thing...

Risk is what you think it is: the probability that a future outcome (the return) will materialize.
The skill is in assessing the risk. It's highly subjective. You can make sense of the risk by looking at different factors and doing complicated analysis but at best you get a data-driven guess. #VC