The PJC Synthetic Data Thesis — Why We Invested In Synthesis.AI

Synthetic data is a difficult concept to understand when you are first exposed to it. Basically, it means you create fake data to put into a machine learning model so it performs better, because it doesn’t have enough…

How To Think About TAM

One of the things that VCs will tell you is that we love big markets, and the way we measure market size is usually…

Robotic Automation For Farming: Our Investment In Root AI

A Different Approach To Performance Reviews

I’ve always hated highly structured performance reviews. They feel forced and artificial, and I often feel like some of the questions don’t really apply. While I understand the need to make performance reviews standardized for legal reasons, so you can…

Network Effects in AI

Augmentation of Networks, Accuracy, and Applicability

The PJC Voice Thesis

For about a year, I’ve been looking at the voice space. I have no idea if voice will become a ubiquitous user interface, but, it’s a good bet as in investor to figure out IF that happens, what kinds of things will be valuable. The best overview I’ve read so far is James Vlahos’ “Talk to Me”…

Introducing The Uncovered Podcast

Next week we will be launching a new podcast called Uncovered. You can listen to the opening episode…

Opportunities for Intelligent Systems in Consumer Markets

5 Takeaways from Season One of The Uncovered Podcast