Co-founder of The General Partnership, a VC firm advocating capital-efficient AI application software investing; critiques mega-fund dynamics and neocloud model.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
The General Partnership focuses on capital-efficient application-layer AI software, arguing that mega-fund quota-driven deployment fuels wasteful neocloud pivots, while open-weight models enable near-zero marginal cost software delivery and a return to predictable SaaS economics.