December 2025 Blitzscalable Venture Deals

I've been, as you know, been in this business for coming on three decades.

And I remember the dot-com era.

This is kind of like that.

It really hasn't been anything like that since.

I mean, the pandemic, sure, there were a lot of deals going on, but they – They didn't have the same dynamic as when a new technology comes around.

Endless possibility.

Just the rise in valuations for companies that, you know, just have a really good team and maybe a good idea going to a billion dollars overnight.

It's...

I tell you, and the other thing that's been keeping us busy is just keeping up with all the advances in the tech, because if we're going to invest, we need to know and not know, but have a very good point of view on where technology is headed.

And we do, but that's gone from 10 hours a week to 10 hours a day almost with AI.

So it's really hard work keeping up with the pace of tech as it changes because there's just so much going on.

Well, the key is to take all that AI-generated content about AI and pipe it into your earbuds while you're sleeping so that hopefully you can leverage the time you sleep as well.

Yeah.

I mean, we are using AI internally, that's for sure.

Not exactly for that, but it has helped us quite a bit in deal screening and certainly in deal prosecution as well.

Reading deal docs as they come in, is there anything strange about the safe that you see? They claim it's a Y-combinator safe.

Is that really true? The There are a lot of shortcuts AI is providing just in this sort of nuts and bolts of prosecuting deals, evaluating deals, evaluating founders, and just everything in between.

So our business is changing with everyone else's.

Sorry, what?

I do feel compelled to add, we check these things.

We don't just rely on AI blindly.

We do check as well.

Always, always you have to.

But that is why.

So, you know, that's the explanation, not the excuse.