Where I'm putting my money this year
summary
Venture money targets concrete shifts: agriculture robotics and computer vision for water- and yield-efficiency, fast LED-lit indoor farms, and sensor-driven irrigation; geographic bets on Southeast Asia, Latin America and India where consumer markets scale; AI as an enabler means looking for ideas where a costly prediction becomes free and creates value. Investors favor founders with first-principles insights, real product traction (not vanity metrics), and outcomes sized for big returns; seed checks climb from ~$50k to ~$150k and beware fake-growth fueled by cheap capital.
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chapters (14)
- 0:00Introduction and setup
- 0:25Surprising investment areas
- 2:13Global markets focus
- 3:38First principles in tech
- 5:24Founder advice on timing
- 7:34Market relevance vs trends
- 9:41Hype and skepticism in startups
- 11:47Investment maturity and check sizes
- 13:17Sector-specific traction standards
- 15:02Geographic investment shifts
- 16:46Silicon Valley dominance fading
- 18:31Silicon Valley talent competition
- 21:01Exit opportunities and capital trends
- 22:06Value creation over growth