Michael Gilroy
speaker
885 appearances
1 recordings
1 series
first heard Jul 2026
last heard 20 Jul
Michael Gilroy’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
AI is very exciting.
Everything we're looking at today is AI related or AI adjacent in some capacity.
We like to take a macro lens on everything that we do.
A few things are happening on the company building side.
One, we have more infrastructure than ever before.
You kind of look at the last 10 years, what did it take to start a company, right?
And there's all this tooling now across general infrastructure.
We go back to even the Twilio era of messaging.
And then today in AI, you can stand up a company really overnight.
The second component to starting a company are IPO potential style founders.
So we have Google,
Facebook, Amazon, and then the new crop of large businesses, OpenAI, Anthropic, et cetera, et cetera, spitting off this talent at a record pace.
And so what does this mean for seed and pre-seed investors?
We have, instead of two to three companies in every trend, we have 20.
And so this makes picking early extraordinarily difficult, but also a lot more exciting, particularly when we're seeing companies go public in the north of a trillion dollar market cap range.
Barriers to entry are essentially gone.
Gone, completely gone.
You have an idea, you can spin up the product overnight.
We have a joke internally, especially when we're talking to IPs, and we're talking about this exact phenomena.
If even in this room, if the four of us in this room had an idea right now, we can be outselling it in probably a week from now.
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