Post NYC Trip Thoughts

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The hotel prices are high, the meeting velocity is high, the weather was cold and the energy is non-stop. It’s been almost 3 years since I have lived in NYC and the energy there is unmatched. I love San Diego. It’s arguably the best place in the world to live. But NYC is like no other place. Build your network, see everyone stopping through or still living there, eat the best food, unlimited options for coffee meetings or grabbing drinks.

Lots of excitement and energy around the markets and the election results. Seems like most investors are bullish about everything & the Degenerate Economy trend (Crypto, trading, deregulation, Meme coins, etc.). I spoke at the Sutton Family office event and there was a lot of positive energy around early-stage venture and discussions that Series A investors are getting more active. We are seeing a lot more term sheets flying around lately and it seems that the later-stage allocators are trying to get deals done before year end. I also heard about some new funds raising money to buy VC-backed companies that have stalled out at $ 3m-$5m in revenue and are looking to move on. Interesting to see these PE-like funds raising money to provide liquidity at the lower stage.

The AI buzz is strong and a day doesn’t go by without another funding or discussion of funding. It seems like a lot of new AI early-stage funds raising money as well. The changes coming to the white house were talked about in just about every meeting I had and lots of discussions around deregulation, changes to education, the Elon DOGE department, and what tax changes we will see including changes potentially to taxes on crypto.

Home now till I head off to SF next week.

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