"AI Investments"
Articles and mentions
Funded Podcast (airCFO)
What I look for when I invest
· Podcast · PT1H51M30S
On airCFO's Funded podcast I walked through how I evaluate companies at Heavybit, why market size is the first filter I apply, and how I read co-founder dynamics before I read the pitch.
♪ Spotify♪ Apple Podcasts
Shift Conference
What Investors Look For in AI Startups: Builders with Taste
· Video · 13:27
At Shift Conference Miami 2025 I walked through what makes a developer-tools startup investable, why AI is still in the toil-automation phase, and where things are headed.
▶ YouTube
Shift Magazine
The Future of Dev Tools Is Autonomous: Engineers Will Become Fleet Generals
Shift Magazine surveys autonomous AI agents in developer workflows and quotes me from the Shift Miami panel on designing software for agents as much as humans.