Background
Chain of Thought
how AI work with individual in VC is AI for searching, classifying and summarizing ppl for judge based on these
To be Discussed & Think Outside the Box
It's funny that if the investors are doing what founder do (or helping them), what's the positioning of the founders? Is it possible that everyone is saying the one-person unicorn startup, the secret is coming from someone familar with connecting every resources, especially human resources well.
vc is a resources-integration business 本質上, i understand. 但未來要如何制定好策略、automate which process, 保留寶貴的時間為 startups 搞定最難搞定的(深度)制度性、(廣度)網絡擴展問題 hands on 的 details 留給 agents (這裡我們已經不提超級基本的自動化流程,yes, 說的就是 market analysis can solved by deep research)
Should VCs/investors learn how to code of automation or hire an engineer? My answer is no. From my perspective, leverage the existing AI tools is enough, the top priority is understand your workflow, system(including operation and rd) and culture. The one who's in charge of 導入 AI 到 vc firm 裡面的人,並需非常了解流程、challenges 以及價值產出
time and cost saving is the basic value. one time, and wise investors who worked in CVC told me that:你不會說你具有使用網路的技能 我剛開始還聽不懂,接著他笑著說:你看!我是來自沒有網路到有網路時代的投資人,你生來就有網路,所以會上網對你來說是本能不是技能
最後,其實我更想知道(現在還沒有答案)的是 AI 為 investors 的盈利模式是否會有巨大(甚至是顛覆性)的改變 現在越來越多快速增長的公司(你看看那驚人的達到 100ARR 速度),有一些甚至沒有拿過機構 VC 的錢 如果新創不是做 foundation or infra layer,需要大量資本先投入進行科學研究與硬體設備的投入 那資金利用率以及目標項目會有什麼轉變? 加上頂級VC紛紛註冊 RIA,這對於小型 vc 或者天使投資人又會有什麼影響?