Co-Founder & Partner @NextViewVC, seed investing in Founders redesigning the Everyday Economy including: @attentivemobile @TripleLiftHQ @thredUP @ParsecTeamdavidbeisel.com New York / BostonJoined June 2009
Thrilled to see my partner @melodykoh expand her role as Partner & CPO at @NextViewVC to lead our AI + data efforts—supercharging how we support founders. 🚀
Thrilled to see my partner @melodykoh expand her role as Partner & CPO at @NextViewVC to lead our AI + data efforts—supercharging how we support founders. 🚀
Last week, my partner @robgo at @NextViewVC explained why seed VC is in crisis. This week, he explores what comes next. No silver bullets—but a clear framework for firm adaptation and optimism in the AI Supercycle.
Last week, my partner @robgo at @NextViewVC explained why seed VC is in crisis. This week, he explores what comes next. No silver bullets—but a clear framework for firm adaptation and optimism in the AI Supercycle.
I see four forces that are creating a serious threat to the seed VC model:
1. Industry maturation eroding profits for sub-scale players
2. The nearly unstoppable forces of YC and the megafunds
3. Power-law thinking becoming consensus
4. The AI platform shift
Seed venture capital is at an inflection point—one that demands clear-eyed reflection and an honest assessment of the forces reshaping our industry.
My partner @robgo has articulated this moment of existential questioning with unusual clarity.
Seed venture capital is at an inflection point—one that demands clear-eyed reflection and an honest assessment of the forces reshaping our industry.
My partner @robgo has articulated this moment of existential questioning with unusual clarity.
There has been a lot of discussion about the bifurcation of the venture market that we are currently witnessing. One way I like to think about it is that VC backed companies are choosing to either ride the express train or jump into a warp zone.
"The question when pursuing a new business idea isn’t 'Has someone else thought of this?' Rather, it's 'How can we beat someone else who's also thinking of this right now?'"
More thoughts from NextView Partner @davidbeisel here:
nextview.vc/blog/the-start…
🚀 I'm thrilled to share @NextViewVC's continued investment in @GetSchoolAI's $25M Series A led by @insightpartners! Their growth since we led the Series Seed in 2023 has been remarkable. Read more about why we're excited to support their mission to help teachers provide…
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