Mark Goldberg

No, of course. But it's a little bit of mental jujitsu, which I will think hard on.

No, of course. But it's a little bit of mental jujitsu, which I will think hard on.

So I think we're already seeing the oxygen in this bubble start to get sucked out. Now, obviously, there are exceptions. There's still some extremely unreasonable deals happening within AI.

So I think we're already seeing the oxygen in this bubble start to get sucked out. Now, obviously, there are exceptions. There's still some extremely unreasonable deals happening within AI.

So I think we're already seeing the oxygen in this bubble start to get sucked out. Now, obviously, there are exceptions. There's still some extremely unreasonable deals happening within AI.

I think that just calling yourself a .ai company is no longer tacking the same premium onto your business as it would have a year and a half ago. And the people that were the same camp of founders that were a .xyz during the crypto boom that have migrated to .ai for the AI boom are starting to recognize that they actually need a sustainable business.

I think that just calling yourself a .ai company is no longer tacking the same premium onto your business as it would have a year and a half ago. And the people that were the same camp of founders that were a .xyz during the crypto boom that have migrated to .ai for the AI boom are starting to recognize that they actually need a sustainable business.

I think that just calling yourself a .ai company is no longer tacking the same premium onto your business as it would have a year and a half ago. And the people that were the same camp of founders that were a .xyz during the crypto boom that have migrated to .ai for the AI boom are starting to recognize that they actually need a sustainable business.

And that's what they're going to be evaluated on. Now, that doesn't mean that there aren't rounds happening at the red hot center of the AI infrastructure ecosystem. But I do think you're starting to see some pullback and some proportionality brought back into the other side of the market. It doesn't sound like you're seeing that by the way you looked at me.

And that's what they're going to be evaluated on. Now, that doesn't mean that there aren't rounds happening at the red hot center of the AI infrastructure ecosystem. But I do think you're starting to see some pullback and some proportionality brought back into the other side of the market. It doesn't sound like you're seeing that by the way you looked at me.

And that's what they're going to be evaluated on. Now, that doesn't mean that there aren't rounds happening at the red hot center of the AI infrastructure ecosystem. But I do think you're starting to see some pullback and some proportionality brought back into the other side of the market. It doesn't sound like you're seeing that by the way you looked at me.

So we are a single trigger model, which means that any one of the three of us can make a decision on an investment and go with it. Now, the biggest mistake that I have seen from my own personal experience and from other funds is when you try to make consensus decisions at the early stage, I think you end up with consensus funds.

So we are a single trigger model, which means that any one of the three of us can make a decision on an investment and go with it. Now, the biggest mistake that I have seen from my own personal experience and from other funds is when you try to make consensus decisions at the early stage, I think you end up with consensus funds.

So we are a single trigger model, which means that any one of the three of us can make a decision on an investment and go with it. Now, the biggest mistake that I have seen from my own personal experience and from other funds is when you try to make consensus decisions at the early stage, I think you end up with consensus funds.

And I think it's the errors of omissions at the early stage where one person or two people have super strong conviction in an idea that end up being the outliers. If you think about the outliers, you're going to get, you know, when you open the aperture, when you've got kind of the decision framework that I just described, you're going to get both. You're going to get deals that don't do as well.

And I think it's the errors of omissions at the early stage where one person or two people have super strong conviction in an idea that end up being the outliers. If you think about the outliers, you're going to get, you know, when you open the aperture, when you've got kind of the decision framework that I just described, you're going to get both. You're going to get deals that don't do as well.

And I think it's the errors of omissions at the early stage where one person or two people have super strong conviction in an idea that end up being the outliers. If you think about the outliers, you're going to get, you know, when you open the aperture, when you've got kind of the decision framework that I just described, you're going to get both. You're going to get deals that don't do as well.

But I think you're also going to solve for the extremes that do very well. And that was the model that we landed on.

But I think you're also going to solve for the extremes that do very well. And that was the model that we landed on.

But I think you're also going to solve for the extremes that do very well. And that was the model that we landed on.