20VC: Investing Lessons from FC Seeding Uber, Airtable and Coupang | Why Pro Rata is the Original Sin in VC | Why Liquidity Has Died in 2024 | Why LPs are Pissed with VCs | The Hard Truth About Seed Fund Economics with David Frankel @ Founder Collective

4673.55 - 4695.565 David Frankel

I find this easier to answer at the company level. So if I think of like applied AI, and I think of some of those companies, Micah Rosenblum on Vokada comes to mind. That is applied AI to camera. Josh Wolfe, who did Anduril out of Lux, that's like applied to drones. Again, if I look at Josh Kushner, billion on a hundred billion, I wouldn't bet against that. So my answer is company-based.