Great read. One question from a VC perspective. AI cycles feel incredibly compressed now. New models, features, and breakthroughs every month. Companies that didn’t exist 1–2 years ago are already hitting huge valuations based on ARR growth.
Do you think this shortened valuation cycle will continue, and is it actually healthy for the ecosystem long term?
Great read and love the habit of writing to distill your learnings and grateful for sharing with the rest of us !
Gold.
Great read. One question from a VC perspective. AI cycles feel incredibly compressed now. New models, features, and breakthroughs every month. Companies that didn’t exist 1–2 years ago are already hitting huge valuations based on ARR growth.
Do you think this shortened valuation cycle will continue, and is it actually healthy for the ecosystem long term?
Congratulations for 3 years in VC!