Archive - Contrarian Angel

Contrarian Angel: 2023 startup investing rundown and 2024 sector outlook

Welcome to 2024! Things are looking up after a challenging investment year. LLMs: Back in my June post, I expressed skepticism about LLM hype. I have…

Jan 16 •

Gold Dragon Ventures

July 2023

Thinking fast and slow for VCs

What shape is your funnel?

Jul 23, 2023 •

Gold Dragon Ventures

June 2023

Victorious VC, Apple Vision Pro, LLMs, and portfolio news

Hi all, welcome to the Q2 digest. The AngelList market has slowed *dramatically*, giving me more time to study the acceleration of the AI sector and…

Jun 7, 2023 •

Gold Dragon Ventures

March 2023

The Gold Dragon Ventures website is live!

golddragonventures.com

Mar 9, 2023 •

Gold Dragon Ventures

January 2023

Band of Angels syndicate launch!

I'm a member of the Band of Angels, and I'm happy to announce that they’re launching a public investing syndicate for accredited investors for the very…

Jan 16, 2023 •

Gold Dragon Ventures

New fund update; early thoughts on generative AI boom; the carbon zero movement

Happy New Year! Stay tuned on the opportunity fund that I mentioned in the last post - I’m looking into an exciting option to team up with some other…

Jan 2, 2023 •

Gold Dragon Ventures

November 2022

2022 in a nutshell

New brand alert! New fund coming! 2022 deal summary and market thoughts...

Nov 3, 2022 •

Gold Dragon Ventures

May 2022

The second derivative

May 30, 2022 •

Gold Dragon Ventures

March 2022

The world is changing

Wartime VC thoughts

Mar 28, 2022 •

Gold Dragon Ventures

January 2022

2023 predictions

Let's skip a year

Jan 16, 2022 •

Gold Dragon Ventures

2021 - One AngelList Deal Per Week!

Happy New Year! I just reviewed my 2021 AngelList deals. Between my syndicate, DVC, and the Rob Ness (Asymmetry Ventures) syndicate, I wrote 60 deal…

Jan 2, 2022 •

Gold Dragon Ventures

December 2021

Rumsfeldian sorting

"There are known knowns. There are things we know we know. We also know there are known unknowns. That is to say, we know there are some things we do…

Dec 6, 2021 •

Gold Dragon Ventures

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