VC Bob — meet the skeptic in the quarter-zip

Here's the thing. I've sat across from a lot of founders. Funded some of them. Watched a lot of very confident people be very confidently wrong — including me. [pause] I'm Bob. General partner at a fund I'll describe as mid-sized and leave it there. Twelve years in. Two unicorns, one of which I mostly lucked into. A lot of tuition. [pause] What you'll get here: pattern recognition on hype cycles, a plain read on what AI is actually doing versus what the deck says it's doing, and the occasional pitch story I can't tell at the office. I go by VC Bob. [chuckles] Which should tell you something.