The AI Memo That Moved Markets: Is a 2028 Economic Crisis Already in Motion?

Описание: This week on The Learning Corner by Precursor, we break down the Citrini Research "2028 Global Intelligence Crisis" memo, the scenario piece written as a macro memo from the future that sent software stocks sliding and flooded group chats across Silicon Valley. We talk through what it actually argues, why it resonated the way it did, and whether early stage investors have an obligation to think differently about what they fund. We also sit with economist Noah Smith's pushback, which argues that panicking is a lot easier than modeling.

Then we highlight a great StrictlyVC Download episode with Stacy Brown-Philpot, founder of Cherryrock Capital, on what winning at Series A actually looks like today, including why quality revenue beats ARR every time and what the bifurcation of venture fund sizes means for founders in the middle of the market.

We close with a sharp LinkedIn post from Alex Pall of Mantis Venture Capital on 2021-vintage founders who are hitting a first-principles reset, not because their companies failed, but because the frontier moved.
Links to all three pieces in the description.

The Learning Corner is a weekly podcast from Precursor Ventures hosted by Mia Farnham and Charles Hudson.

The 2028 Global Intelligence Crisis: https://www.citriniresearch.com/p/202...
The Citrini Post Is Just a Scary Bedtime Story — Noah Smith: https://www.noahpinion.blog/p/the-cit...
Rethinking Series A in the Age of Mega Funds — StrictlyVC Download: https://podcasts.apple.com/us/podcast...
Alex Pall on 2021-Vintage Companies and the AI Reset:   / alex-pall-9921b7244_over-the-last-few-week...