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Sleeper Thoughts
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ChatGPT, You, Me: Wall-E?
On Being Human When a Machine Is Your Closest Friend Last fall a friend visiting from San Francisco shared something shocking: she was...


An Ode to Exigentialism: A Philosophy of Urgency
I often think about a rainy Saturday afternoon some years ago. My partner and I were lounging around in a Nolita apartment I’d rented...


Investing in Air
A little under a year ago, it was clear to us at Avenir that something significant was changing in the creative world. The message came...


SaaS Isn't Dying: It's Going Logarithmic
It has been a tough stretch for software companies, and investors at all stages are rightly asking what to do with the sector. As in most...


The #1 Misunderstanding In Software Pitches
I vividly remember leading Q&A on the Twilio IPO roadshow at the mutual fund manager where I started my career. The meeting was an hour...


Investing in Sigma Computing
I’m thrilled to announce that Avenir co-led Sigma Computing’s recently announced Series D along with Spark and with the participation of...


Beware the Banana Stands: Silicon Valley’s Incinerators of Capital
This piece is an attempt to collect my thoughts on a type of business I’ve found particularly hard to analyze over time as an investor. I...
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