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Had a great time on the Next Next Podcast with @jjacobs22 .

Writing

Had a great time on the Next Next Podcast with @jjacobs22.

We covered a lot:

•How Eniac began with a mobile-only thesis in 2010—and how that evolved

•Why today feels like a similar inflection point, with our focus on AI-first founders

•My current lens on investing: timing, moats, and long-term advantage

•What AI means for labor, work, and quality of life

•How venture is shifting—especially with the rise of secondaries over IPOs and M&A

Full episodes linked in the replies

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TBPN speaks to with @mignano & @NirZicherman about Oboe; a new AI-powered learning app that lets you build personalized courses on any topic with just a prompt.

After selling to Spotify, Anchor’s co-founders are back with Oboe, an AI-powered app for learning

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