Episode 68
Episode #68: The 2028 AI Crisis Memo, Rethinking Series A, 2021 Founders Hitting Reset
The Learning Corner by Precursor · Mia Farnham, Charles Hudson
February 26, 202620m 53s
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Show Notes
This week we dig into the viral Citrini Research "2028 Global Intelligence Crisis" memo, a scenario written from the future that rattled public markets and sparked a real conversation about what happens when AI works exactly as promised. We also highlight a great StrictlyVC Download episode with Stacy Brown-Philpot, founder of Cherryrock Capital, on what it takes to win at Series A in today's market. We close with a LinkedIn post from Alex Pall of Mantis Venture Capital on 2021-vintage founders hitting a first-principles reset in the age of AI.
The 2028 Global Intelligence Crisis The Citrini Post Is Just a Scary Bedtime Story — Noah Smith Rethinking Series A in the Age of Mega Funds — StrictlyVC Download Alex Pall on 2021-Vintage Companies and the AI Reset
(0:00) Introduction to venture capital and the Sattrini memo (1:08) Charles Hudson and Mia Farnham on AI, software deflation, and public reactions (6:18) Venture capital concerns and comparison to 2008 financial crisis (9:02) Ethical considerations in tech investments and the importance of substance (12:13) Stacey Brown Philpott's insights from Strictly VC download (15:59) Alex Paul on the fate of 2021 vintage companies and founder decisions (18:59) The correlation between excitement and output in startups (20:36) Closing remarks and thanks