Eghosa Omoigui

Little to no discussion of Mac Pro/Mac Studio products & the long-kiss-good-morning setup for on-device LLM-lite inference engines. $AAPL has become a full stack fabless semiconductor, s/w & services, CE, media & fintech company. The Steve Jobs philosophy of little to zero dependency lives on.

Me: how’s A doing? It’s been a while. What did he do after the last company failed?

Investor: He’s fine. Took some time off, then launched another #startup.

Me: Ah, great! Glad to hear it. What do they do?

Investor: Dunno. I invested four pivots ago and can’t keep up.

Why market matters most to VCs https://chrisneumann.com/blog/why-market-matters-most-to-vcs The example also clearly illustrates why entry price also matters.