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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
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Gold Dragon Ventures
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Contrarian Angel: 2023 startup investing rundown and 2024 sector outlook
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July 2023
Thinking fast and slow for VCs
What shape is your funnel?
Jul 23, 2023
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Gold Dragon Ventures
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Thinking fast and slow for VCs
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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
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Gold Dragon Ventures
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Victorious VC, Apple Vision Pro, LLMs, and portfolio news
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March 2023
The Gold Dragon Ventures website is live!
golddragonventures.com
Mar 9, 2023
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Gold Dragon Ventures
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The Gold Dragon Ventures website is live!
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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
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Gold Dragon Ventures
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Band of Angels syndicate launch!
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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
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Gold Dragon Ventures
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New fund update; early thoughts on generative AI boom; the carbon zero movement
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November 2022
2022 in a nutshell
New brand alert! New fund coming! 2022 deal summary and market thoughts...
Nov 3, 2022
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Gold Dragon Ventures
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2022 in a nutshell
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May 2022
The second derivative
dv/dt
May 30, 2022
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Gold Dragon Ventures
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The second derivative
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March 2022
The world is changing
Wartime VC thoughts
Mar 28, 2022
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Gold Dragon Ventures
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The world is changing
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January 2022
2023 predictions
Let's skip a year
Jan 16, 2022
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Gold Dragon Ventures
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2023 predictions
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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
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Gold Dragon Ventures
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2021 - One AngelList Deal Per Week!
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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
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Gold Dragon Ventures
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Rumsfeldian sorting
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