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eric hippeau

T2 · manager / operator

Veteran venture capitalist discussing early-stage investing discipline, high AI valuations, and focus on second-generation AI applications.

1 call·1 name·100% bull·last heard last month·Bloomberg Tech
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no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$LERER-HIPPEAULerer Hippeauposition

Lerer Hippeau avoids foundation models, focuses on second-gen AI apps with domain expertise

The fund maintains extreme discipline amid high early-stage valuations, avoiding capex-heavy foundation models to back domain-expert founders building second-generation AI applications that couldn't exist without today's technology.

Bloomberg Tech2026-07→

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$LERER-HIPPEAU
Lerer Hippeau
HIGHeric hippeau·Bloomberg Tech·last month· position
Lerer Hippeau avoids foundation models, focuses on second-gen AI apps with domain expertise
The fund maintains extreme discipline amid high early-stage valuations, avoiding capex-heavy foundation models to back domain-expert founders building second-generation AI applications that couldn't exist without today's technology.
"WE AVOID INVESTING IN FOUNDATION MODELS AND ANYTHING THAT HAS HEAVY COMPUTING LAYERS, A LOT OF CAPEX. THAT IS FOR THE BIG MEGA FUNDS ON THE WEST COAST. WE ARE LOOKING FOR PEOPLE W…"
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