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David Cummings on Startups

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Last week, I gave a talk at a conference. After the event, a gentleman came up to me and started asking about the local startup community. After going back and forth for a bit, it became clear that he was interested in angel investing.

He then shared that he had already made 15 angel investments over the past several years, and every single one of them had gone to z...


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Silicon Valley Bank recently published a report analyzing the growth and decline of VC-backed startups since 2022 across the largest metro regions in the United States. Using 2022 as the baseline year, the data shows that, across nearly every major market outside the San Francisco Bay Area, the number of newly VC-backed startups has dropped sharply. In places like Atlanta and...


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AI—and how to get real value from it—is one of the hottest topics in startup land right now. Entrepreneurs have been sharing how they’re incorporating it into their businesses in ways that go far beyond the basics.

By now, we’ve all used LLMs for research, summaries, and content production. Those use cases are powerful—but they’re just the beginning. Coding companio...


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Last week I had a great conversation with a group of entrepreneurs, and our first topic was identifying each startup’s North Star metric. A North Star metric is the single most important metric in a business—the one that best captures customer value, reflects what is going well, and creates a singular focus for continually improving the company.

The most common answ...


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