Why We Invest in Teams: From Hype to You Too
Why great venture investments start with teams, not products. Using U2’s early years, we show why early-stage VCs back people who can evolve, pivot, and compound long before the product is finished.
News by David Thyresson
Articles and posts by David Thyresson.
All Posts
The Real Genius of AI Investing: Why Venture Capital Isn’t a 1980s Frito-Lay Sweepstakes
AI investing isn’t Lazlo’s Real Genius sweepstakes machine. VC isn’t closed, founders choose, and even infinite capital can’t guarantee outcomes. The real genius of AI investing is judgment, timing, and knowing when not to invest.
From Riff to Rooftop: Why I Invest at PWV
Inspired by the Get Back documentary: why investing means being truly invested: giving founders space to create, stepping in at the right moments, and building alongside people who turn ideas into lasting products.
Queue the Job
Investing in Inngest was my first opportunity at PWV, and it highlighted how far developer experience for jobs and queues has come—from brittle Sidekiq runners and missing JAMstack features to elegant, one-line functions. Just as Inngest orchestrates async tasks, venture capital orchestrates deal flow: success depends on queuing the right work, trusting the system, and watching it complete.
The Startup Multiverse: Why Five Years Reveals the Winning Branch
GitHub Co-Founder Tom Preston-Werner on the 5-year rule, pivots, and finding the winning branch in the startup multiverse.
Everywhere, Somewhere, Here: Intelligence in the Place
From foundation models to agents to embodied intelligence, AI is unfolding from everywhere to here.
Seeing the Big Picture
From tldraw experiments to FAL's $125M Series C and $140M Series D, how sketches turned into billion-dollar infrastructure for generative media.
Update: Startups as a Band / Startups as a Service
In my prior post, I failed to consider the quartet as a startup as a band model.
Are Dreams Just Next-Token Prediction?
Rethinking Inspiration and Creativity in the Age of Generative AI
From Atoms to Agents
Why PWV invests in the technology, tools, and infrastructure that makes AI possible
Startups as a Band / Startups as a Service
Exploring how startups mirror band dynamics and proposing a 'Startup as a Service' model to provide essential resources for growth.
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