“If distribution and trust networks are the main constraints, VC brand edge is unclear.”
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Said on How I Invest with David Weisburd
Equity · Physical AI is more than robots, says the Nvidia veteran now investing in it
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Positions the VC itself as a moat for founders, offering early validation, network introductions, and distribution help before the company is built
“If distribution and trust networks are the main constraints, VC brand edge is unclear.”
“If the rails consist of a diverse distributed set of validators… the network still maintains its important properties… you have a much more stable foundation”
“Our core strategy is to help clients identify and quantify these risks in the early stages, as we believe it positions our clients to best manage these risks now and certainly in the future.”
“I always say to people, engage us before you've made an offer on a property… the advice can help shape your offer.”
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