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.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

newest first · ▶ plays the moment

And then also, there are a lot of AI companies being funded that

don't really serve a long-term purpose for the business.

And it's both being invested in and bought out of FOMO and not being left behind here.

We don't even talk about team because for us, that's a given.

You only want to invest in founders that

have an obsession with their end market and what they're building.

Those three core pillars, trend, TAM, and business model.

We start with trends.

So if you come into our Slack instance, we're talking about trends all the time.

At any given time, we're looking at 10 different trends.

We're posting research, we're posting different company notes.

We're really trying to understand the depth of it and hey, is this a trend that's going to stick around for a long time?

Yes or no.

Okay, great.

Trend is fantastic.

We're going to have a little bit of wind behind ourselves as we're building the business.

Now, how big is the market?

Do we need to go and capture 10% of this market to return the fund?

Or can it be 50 basis points, which is the best possible outcome there?

And then lastly is business model, right?

Showing 61–80 of 885 · page 4 of 45