Founders

best performing vc investments going forward will be giving $100k checks on $2m val to cracked solo founders who know how to outsource everything to ai agents

Leveraging AIs will reduce cost and increase productivity.

This will also result in an increase in competition so even more need for true differentiation.

This will also render certain previously investable projects un-investable, since many things that previously would've been products into features.

So the window for VC-backed solo founders will be small as more of the tech becomes commoditized.

Build quickly and sell quickly before the window closes. Otherwise IMO the fundamentals are the same.