Irregular Ideas with Paul Kedrosky & Eric Norlin of SKV
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Embracing the Ouroboros
Note: Paul and Eric are managing partners in SK Ventures, an early-stage venture fund. In these essays they share their thinking out loud about the…
Oct 11, 2023
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SK Ventures
August 2023
AI Isn’t Good Enough
On a recent cross-country trip—I (Paul) drove from California to Illinois and back again. On the drive, I saw a sign I had never seen before: In a…
Aug 23, 2023
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SK Ventures
April 2023
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…
Apr 13, 2023
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SK Ventures
March 2023
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…
Mar 31, 2023
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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…
Mar 29, 2023
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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…
Mar 23, 2023
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SK Ventures
Society's Technical Debt and Software's Gutenberg Moment
Abstract There is immense hyperbole about recent developments in artificial intelligence, especially Large Language Models like ChatGPT. And there is…
Mar 21, 2023
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SK Ventures
November 2022
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…
Nov 19, 2022
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SK Ventures
December 2021
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…
Dec 21, 2021
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SK Ventures
June 2021
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…
Jun 8, 2021
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SK Ventures
Adjacency: Episode 2
GP Meetings -- The Collapse of Trust
Jun 3, 2021
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SK Ventures
May 2021
The Collapse of Trust
“Crowds came to form a shield against their own dying. To become a crowd is to keep out death. To break off from the crowd is to risk death as an…
May 10, 2021
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SK Ventures
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