Blaine Davis @blainerdavis
founder / investor NYC Joined March 2020-
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Good leadership doesn’t mean having all the answers. It means listening to as many perspectives as possible – and making the best decision from the best inputs.
Labor Day’s over and the vibe in NYC shifted overnight. VCs are back from “VC Summer” in Europe. Founders are coming out of monk mode. Everyone’s already racing to December. Fall in NYC = acceleration
Everyone brings emotions to work. That’s why the best leaders have high EQ. They know how to: → Read energy → Spot when someone’s losing steam → Leverage emotion to move people forward
Whenever I’m faced with a risky decision, I run it through 3 questions: → What’s the worst-case scenario, best-case scenario, and every outcome in between? → If it goes sideways, can I recover? → In 5-20 years from now, will I regret not trying?
Most founders obsess over product, growth, and runway. Few invest in their personal relationships. But when the business hits a wall (and it will)... It’s the people around you who help you break through.
The strongest moat in 2025 isn’t your product. It’s your data. Models are commoditized. Everyone’s using the same tools. If you own proprietary data no one else has – that’s defensibility AI companies (and acquirers) will pay for.
The US is still the best place in the world to build a company. – Highest consumer purchasing power – Culture of innovation – Deep capital markets You can move faster. Raise faster. And customers are willing to try something new.
In business, effort usually = outcome. In fishing, effort means nothing. You can prepare perfectly and still come back empty-handed. That’s why I love it. It’s humbling. Forces you to slow down, be present, and let go of control.
Burnout isn’t real. What we call “burnout” is just losing interest. If you care deeply about the work, long hours don’t drain you – they fuel you. The fix isn’t always rest. It’s realignment.
Hiring is rejection in reverse. The best answer you can give: yes. The next best: a quick, clear no (with feedback). The worst answer? Dragging it out.
Poker is the best business simulator I know. In a few hours, you learn to: → Read people → Manage risk → Stay calm under pressure → Think in game theory
Bad networking events: 100 people in a room, each trying to get something. Good networking events: 10 people in a room, each trying to give something.
New Post - Memory is the last problem to be solved to reach AGI What's truly the difference between systems we have now and AGI? It's memory. - LLMs as processors are nearly good enough - A definition of AGI - Learning is not solved - Passive memory needs more progress
Everyone in tech says AI is going to replace every job. You know who’s not freaking out? – Your plumber. – Your electrician. – Your contractor. They’re too busy solving real problems in the real world.
Netflix didn’t invent binge watching by accident. They saw people already consuming content in bulk – scrolling, streaming, reading. So they dropped full seasons at once. Customer obsession = watching how people behave, not just what they say.
venture capital went from weirdos at the fringes of society investing in semiconductors to harvard educated spreadsheet jockeys doing occult excel macros to value brick and mortar private equity rollups at software multiples because the deck said "ai" 25 times.
The Chief of Staff role is making a comeback – and that’s a good sign for tech. Founders are moving fast again. AI is extending their capacity. And a great Chief of Staff just compounds the impact.
If you want to scale, build systems that do the work… Then put great people in place to run them. Systems run the business. People run the systems.
There’s no such thing as luck. What looks like “luck” is usually just years of hard work – plus surrounding yourself with the right people, over and over again.
AI won’t just assist in healthcare. It’ll replace entire categories of care. Especially for Gen Z. The question isn’t “will AI impact healthcare?” It’s “which human interactions are Gen Z already willing to skip?” Let’s start there.

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