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

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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