VC Shares Mental Conviction Test For AI Trading App Investments
Commentary on X
4. We also demoed our internal AI stack: An agent with access to the entire pipeline, auto deal memos on every new company, email triage that kills missed follow-ups, etc. Small funds can now operate like they have 3x the headcount. @seidtweets has built incredible AI products for us.
@jmj Thank you for sharing these
3. One of our investment passes came down to our favorite conviction test from the meeting: "Have we been thinking about the pitch everyday since the first call?" If a deal isn't living rent-free in your head a week later, it's a pass. Venture has so many similar litmus tests.