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2023 Semil Shah predictions

www.curiousdk.com

2023 Semil Shah predictions

"opportunity in the chaos"

DK
Jan 9, 2023
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2023 Semil Shah predictions

www.curiousdk.com

Historical portfolio and new investments

  • founders finding opportunity in the chaos

  • new investment opportunities - people are everywhere

  • stark difference in base level quality of founders has gone up

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Elon + Twitter - cultural ramifications

  • obvious one: headcount

  • non-obvious: BidSpotter auctions - selling high-end espresso machines

  • where is the money going? people raised a lot, paid people a lot, plus gave equity for risk

Twitter the Product

  • optimistic - feels like low-hanging-fruit to improve

  • Paul Graham post about Twitter as a protocol

  • Attempts to rebuild as a protocol - “promise of Farcaster is interesting”

  • could something pop-up? totally!

AI

  • existing/incumbent networks/products will add AI as a feature

  • exception may be in search

  • huge cost makes it unlikely startups will build new LLMs today

AI opportunity - McKinsey?

  • proprietary model on their specific corpus of data

  • compounding effects, faster information retrieval

  • nine-figure business?

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2023 Semil Shah predictions

www.curiousdk.com
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