Episode #85: Venture's Cognitive Dissonance Moment, Cold Pitches Actually Work, Building Your Moat Later

Is AI venture living through its biggest bubble yet, or its biggest winner-take-all cycle ever? Charles and Mia break down Samir Kaji's read on the duality driving valuations to record highs. They also dig into a Stanford field experiment proving cold pitches to investors work far more often than founders think, and challenge Tomasz Tunguz's take on why most startups don't actually have a real moat at founding. A fast, sharp look at three ideas shaping venture right now.