Irregular Ideas with Paul Kedrosky & Eric Norlin of SKV

Home
Archive
About
New
Top
Where to Find Us, part 1
We wanted to send out a few notes about where you can find us in the coming days: On May 3rd, Paul will be heading to the Milken Institute Global…
 • 
SK Ventures
AI, Mass Evolution, and Weickian Loops
The early stages of technology development around a new platform tend to be simple wrappers. Back when microprocessors emerged we saw single-board…
 • 
SK Ventures
Integrating the Goldman AI Report Into Our Views
There is a new Goldman Sachs report out today with a headline claim that 300m+ jobs worldwide could be affected by generative AI. We think that it is…
 • 
SK Ventures
ChatGPT, AI, and the Future of Work
Our recent publication of “Society’s Technical Debt and Software’s Gutenberg Moment” has brought quite a few new subscribers. As such, we wanted to send…
 • 
SK Ventures
Cracks in the Firmament
The other day we heard about someone raising a second round for a social media network where people could talk about crypto. This is a good example of…
 • 
SK Ventures
Resilience and the Stockdale Paradox
A Brief Introduction There has been one overarching macro thesis of venture capital for the last twenty some-odd years: the cost of networks (and…
 • 
SK Ventures
Mispriced Lines
Sports betting gets a bad rap. Not only is it potentially profitable, it is a useful way of thinking about the world. There is much to learn about risk…
 • 
SK Ventures
Irregular Ideas with Paul Kedrosky & Eric Norlin of SKV
Irregular Ideas with Paul Kedrosky & Eric Norlin of SKV
A look inside the ongoing conversation between Paul Kedrosky and Eric Norlin. We don't promise to send you things at regular intervals. But, we do promise to share our thoughts and research, as we work through investable problem-sets in venture capital.

Irregular Ideas with Paul Kedrosky & Eric Norlin of SKV

AboutArchiveSitemap
© 2023 SK Ventures Management LLC
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing