David @ NextView
@davidbeisel

Co-Founder & Partner @NextViewVC Seed Investor: @attentivemobile @TripleLiftHQ @thredUP @ParsecTeam AI is disrupting VC: carriedawayvc.substack.com

 New York / Boston
davidbeisel.com
Joined June 2009
271 Photos and videos
The first stock I ever bought was a chain of giant sneaker superstores called Just For Feet. And I lost every dollar.
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Alpha Lives Upstream

The intelligence is for rent. The insight is not. Right out of college, with the first money I had ever earned at my entry-level consulting analyst job, I bought stock in a company called Just for
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The Copy Problem

Coverage was always for sale. A faithful copy of judgment never was. Everyone in venture knows the beloved page one of the oldest firms in the country keeps, cataloging the great companies it passed

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The Same Brain

Knowing better doesn't help. I would know. In the late nineties four of us started an email marketing company which we sold successfully before the dot-com market peaked. For a while, being acquired
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The ATM Heresy

Every era has its relationship the experts swore could never be automated. We VCs are not the first. In 1969, Chemical Bank installed the first widely-cited American ATM at a Long Island branch. The

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The FICO Heresy

Every era has its decision machine the experts swore could never be built. We VCs are not the first. Ask a senior loan officer in 1995 whether a computer could reliably decide who got a mortgage and

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A New Engine, Not a New Paint Job

Every venture firm now has an AI initiative. Most will settle for a new coat of paint. In 1994, Charlie Munger gave a famous lecture that has come down to us under the title “The Art of Stock

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The Disruptors' Blind Spot

We see the true picture of every company but our own. In Oscar Wilde’s only novel, a young man named Dorian Gray gets the bargain many secretly desire. His face will stay young and unblemished no

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