Music industry veteran turned venture capitalist; early investor in OpenAI, Anthropic, and Hugging Face with near $1B deployed across the two foundational model labs. Applies talent-spotting intuition from A&R to founder selection.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Early conviction in foundational model labs compounded through aggressive follow-on participation; the fund now faces a higher bar for new investments given the benchmark set by those outcomes.
Maverick and Sound Ventures operated as a combined vehicle for early AI infrastructure bets, achieving outsized returns that now raise the hurdle rate for subsequent investments.
Siri's fund was an early conviction investor in both foundational model labs, continuing to double down through later rounds, and now views the current landscape as far more crowded and harder to decipher than the 2021-2023 window.