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Mike Ma

American writer

Mar 11, 2026

27:14
Thank you.
Mike MaGUEST
27:16
Yeah, I mean, I guess I'll, I'll, I'll go next.
Mike MaGUEST
27:17
You mean...
Mike MaGUEST
27:19
This kills me, 'cause you know how, how much affection I have for you.
Mike MaGUEST
27:22
But ultimately, for me, when we invest, it's the investor-founder dynamic.
Mike MaGUEST
27:26
And yes, you may have written me, but we had some really deep conversations, and just like I may miss a text from my spouse, which I do.
Mike MaGUEST
27:34
Sorry, babe.

5 MINS LATER

32:52
[laughs] This one the same.
25:33
How do solo GPs fit into this world of the AI startup?
Mike MaGUEST
25:38
Seed strapping, hyperscaling, all, all the, all the, all the buzzwords.
Mike MaGUEST
25:41
I think solo GPs, particularly pre-seed, early stage solo GPs, to some degree, we don't care.
Mike MaGUEST
25:49
(laughs) Like, we don't care whether you skip a round, you skip an A, et cetera.
Mike MaGUEST
25:53
Our money is in, and we can get conviction and see things before others, because we just don't have as much bureaucracy or process.
Mike MaGUEST
26:01
I mean, I definitely have a team, um, but I am the I- you know, the IC is around, but, like, (laughs) "Do you wanna do the deal? Let's do the deal." Like, "Let's..." (laughs) You know, so, so the idea that you can be in first, at, frankly, low valuations where there's a lot of, uh, w- our investment process, philosophy, and those who do pre-seed, there's a lot of, there are a couple late-stage solo GPs as well, which are great, and, and awesome.
Mike MaGUEST
26:22
So just speaking from my little neck of the woods on this, all these things that you mentioned, I'm good with any of 'em.
30:41
What's been the most surprising? Where have you had to fine-tune your LLM where your perception was different than how it played out? What are some patterns?

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