The claim is simple and loud: rising AI investment proves we’re either in a bubble or riding durable momentum. It matters because money is a drumbeat. When it sounds, managers budget, boards
The problem feels simple at first. A founder stands at the door of capital, and the room is crowded with people who want clean numbers, quick bets, and proof that money will come back. But t
I learned early that money has a voice. It speaks in rounds, in cap tables, and in the way a founder’s pitch is weighed against a set of operating realities. The frontier market, where OpenA
The claim is this: AI is steering a larger share of venture dollars than ever before, and that shift matters because it reshapes what counts as fundable, what gets assumed as “normal” for a
I’m watching the numbers tighter than a CFO’s belt. The room is full of bright promises, but my eyes go first to what stays when the lights go down. I want to tell a story that fits on a bal