In the recent SAMURAI’s SAMURAI’s SAMURAI podcast, I sat down with Ben Miller, CoFender and CEO of Fundrise, To get deeply into artificial intelligence, the capital, and what it really takes to get into the most independent companies.
Ben Besan Francisco this summer visits various portfolio companies and tries to make new money. We also received lunch at Cole Valley.
As a $ 350,000 is planted in Fundrise work For all three accounts, I am happy to speak with the Ben about what he sees in the Ai and the private company. As Fundrise has long been a Samurai sponsor, I am lucky to have regular – at the same time too. If you invest an important capital of the capital, it is always wise to make the right diligence with a person in charge.
I strongly believe that AI will be a habit of growing investment in the next ten years. Since I will join the beginning of ai, I want more exposure to space as I can continue properly. My private AI list appears from Series seeds to late (ENO series and maximum), and I was individually with the best seven companies.
AI status: Many winners are fast
We started with an AI of trajectory growth. The largest players – such as anthropic-not only increased, accelerating their income growth.
I had accomplished the idea that AI could eventually depart. Ben did not agree, arguing that leaders continue to distinguish, drag forward to better products, a powerful talent, and deep remedies.
It looks like every Capex are used, the market is large enough to many successes.
The concentration of the Venture Fund and Power of Great Baver
We discussed how much to focus on healthy and is required in the business bag. The regulations states that 50% of the Fund should be scattered in at least two companies, but within this frame, the Fund can still enable the most focused bet.
In the meantime, about half of the Fundrise Innovation Fund You are invested in three companies: Open, Anthropic, and Dabricks. This type of focus is higher risk, but if you choose the right horses in the changing field as AI, the rewards can be great.
As the Great Hedge Trukenmiller investor said, “If you look at all the biggest investors like Warren Buffett, they see something, and when you really watch it, he put all the eggs in a basket carefully.
We have spoken to the appearance of the Innovation Fund layout, seasons for these companies, the resources to find the following winners. The Innovation Fund also has Canva, VANTA, DBT Labs, Rimp, AnyScale, check, and more.
Rethinking Retry: Matterts adjusted to raise
Surveillance comes next. Ben introduced The income is the most repaired income Like the best lens to test fast-growing companies – the same price / income-dependent income (Negine) social stock rate.
If we are at the highest quality in AInings, it is reasonable to inform you companies based on their growth and their level, rather than traditional media alone.
It seems that investors may look down how soon AI grows, based on conversation Ben who had an investment machine at Goldman Sacs suggested the Goldman’s Goldman growing rating.
We also contacted the Baumol Effect-how to climb workers’ workers in low production fields can accelerate technical discovery. In other words, when wages increased faster than production, businesses have more encouragement to take AI to close the gap.
Competition with the best growth deals
From there, we moved to one of the most difficult challenges in investing: Access. In my view, try to prevent logical shares of the IPO in hot performance is a certain exercise. I would like to invest in the fields that promise before they leave the community.
Using IPMA IPMA as an example, Ben has shown how difficult it is to get a great distribution – even well-contacted investors. Figma was the name Fund’s name did not invest, even though it is a customer.
Innovation Fund’s Income Investment Fund for six CNBC’s Top 50 Companies are not a danger. It is a result of willful return – engineering process to find the winners in advance, and find the way in.
Important Description of FundRise in private companies
One unique bag of competition has competitive power to cover more than one million users to distribute the product awareness of the Portfolio Company products. Without appearance, the Fundrise can encourage growth growth – as promoting the Ramp, a company card company that cost about $ 22 billion. This creates a strong loop of adoption, growth, and measuring benefits that are far from writing a check or introduction.
Of course, having the top capitalists of the CAPs are still important. Their contact with their technologies is important. But I like the Fundrise is a private company, usually most use products including money in (Ramp, check, Anthropic, etc.). This handignment can lead to deeper softness than the traditional VCS usually do. And when the Fundrise can also help to drive a business to portfolios, which is a large number added a private CEO.
Through these reasons, I am crafty to the ability to fund support to support other most promising companies in the coming years.
World AI Race: China vs. The US
We are threatened by discussing the difference in the world’s attitudes by AI. China moves forward for abuse and hopefully, while the US often takes a subtle way, which brings it.
For me, this only strengthens the need to keep the exposure. I don’t want to look back 20 and wonder why I lived in the time of the great technology of our life.
If you want to hear a complete conversation – including deep dives in metric metric metrics, active competitive strategies Elite – You can listen to the episode below. You can listen to the episode below. You can listen to the episode below.
You can also listen to my subscriptions apple either Disclose Podcast channels. If you are a big money investor, I’d like to hear from you. What do you see and what is one of your favorite funds?
Invest in the growing companies of growth
Companies are always confidential, which means that many benefits have been in private investors before the community. As a result, it is only reasonable to share a large part of your investment income. If you don’t want to fight on the IPO “Hunger games” to get shakers, think Fundrise work.
About 80% of the Pondrice Venture Portfolio has an artificial intelligence, the area I am very unconscious. In the 20’s, I don’t want my children to ask why I don’t ignore AI when it is still in the morning.
The minimum investment is only $ 10, compared to $ 100,000 + for a lot of traditional money (if you are inside). You can also see exactly what money holds before investing, and you do not need to be an authorized investor.
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