E405: Why AI Has Made Venture Capital Harder (Not Easier)
About this episode
Michael Gilroy discusses how AI is impacting venture capital and the importance of recognizing exceptional founders.
The best venture investors don't just identify great markets. They recognize exceptional founders before everyone else does. Michael Gilroy shares lessons from investing at Coatue, Microsoft's M12, Battery Ventures, Insight Partners, and now Marathon Management Partners. He explains what separates extraordinary founders from everyone else, how venture investors evaluate conviction versus consensus, why AI is changing the investment landscape, and how decades of experience shaped his founder-first investing philosophy.
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- E401: Einstein Was Wrong About What Actually Compounds
- E400: Anthony Pompliano on Power Laws, Conviction, and Compounding
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