In this episode, we dive into a conversation with Viet who shares his unique investment philosophy focused on young, naive first-time founders. The discussion covers controversial opinions on the current AI hype and the importance of building and selling efficiently in the early stages. Viet also provides personal background on transitioning from a founder to a VC and offers insights on making independent investment decisions. Various topics such as defensibility in AI software, opportunities in the application layer of AI, and the importance of a bias for action in building startups are explored, along with the potential for AI-native companies to disrupt traditional industries.

00:00 Diving Right In: No Introductions Needed

00:30 Controversial Opinions in AI and VC

01:48 Founder Preferences: Young vs. Experienced

02:56 The Importance of Building and Selling

03:22 From Founder to VC: A Personal Journey

04:33 Making Independent Decisions in a FOMO Market

04:59 Investing in Gen AI: Insights and Examples

07:10 Defensibility in AI Software

09:23 The Future of AI in Coding and Applications

15:52 Consumer AI: Opportunities and Challenges

16:51 Essential Skills for Founders

22:37 Startup Advice: Action Over Whiteboards

25:56 Rapid Fire Questions and Final Thoughts