This week, we're joined by Kyle Harrison, who is General Partner at Contrary, a US venture capital fund. As well as investing, Kyle writes the newsletter Investing 101 2.0, where he shares his various insights into the VC ecosystem – including where, in his view, it's all gone wrong.

Kyle joins us to chat about the state of VC after the end of the tech boom, why he doesn't think anyone has learned their lesson, and what he thinks will happen with AI on both the tech and the investment side.

Links
The Puritans of Venture Capital – Kyle Harrison

This week, we're joined by <a href="https://twitter.com/kwharrison13">Kyle Harrison</a>, who is General Partner at <a href="https://www.contrary.com">Contrary</a>, a US venture capital fund. As well as investing, Kyle writes the newsletter <a href="https://investing1012dot0.substack.com">Investing 101 2.0</a>, where he shares his various insights into the VC ecosystem – including where, in his view, it's all gone wrong.
Kyle joins us to chat about the state of VC after the end of the tech boom, why he doesn't think anyone has learned their lesson, and what he thinks will happen with AI on both the tech and the investment side.
Links
<ul>
<li><a href="https://investing1012dot0.substack.com/p/the-puritans-of-venture-capital">The Puritans of Venture Capital – Kyle Harrison</a></li>
</ul>

The number one podcast about tech business and culture, from James "JR" Hennessy and Raph Dixon.

Down Round

Capital Inferno Heaven (feat. Kyle Harrison)

It's time for another edition of DOWN ROUND Q&A. We solicited questions from both or premium members in Discord and our followers on X, and today we're answering them for you. We cover everything from macOS to LLMs to Boeing and smart homes.

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Down Round on X
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Down Round on TikTok
Sign up for Down Round Premium

It's time for another edition of DOWN ROUND Q&amp;A. We solicited questions from both or premium members in Discord and our followers on X, and today we're answering them for you. We cover everything from macOS to LLMs to Boeing and smart homes.
Links
<ul>
<li><a href="https://twitter.com/downroundpod">Down Round on X</a></li>
<li><a href="https://www.instagram.com/downroundpod/">Down Round on Instagram</a></li>
<li><a href="https://www.tiktok.com/@downroundpod">Down Round on TikTok</a></li>
<li><a href="http://downround.memberful.com">Sign up for Down Round Premium</a></li>
</ul>

Down Round Q&A: Your Boneheaded Questions, Answered

This is a free preview of a premium episode. To subscribe to Down Round Premium and get access, head here.

The pain for the gaming industry doesn't seem over, with Xbox closing studios, more layoffs, Sony fighting with its fanbase and growth looking sluggish. It raises one big question: has blockbuster game development outrun its ability to actually make money?

In this episode, we return to the world of gaming to discuss Microsoft, Sony and Nintendo, the increasingly fraught big budget gaming financial model, and a few fun digressions along the way.

Links
Inside Microsoft’s Xbox turmoil – The Verge
Down Round on X
Down Round on Instagram
Down Round on TikTok

This is a free preview of a premium episode. To subscribe to Down Round Premium and get access, head <a href="https://downround.memberful.com/join">here</a>.
<hr>
The pain for the gaming industry doesn't seem over, with Xbox closing studios, more layoffs, Sony fighting with its fanbase and growth looking sluggish. It raises one big question: has blockbuster game development outrun its ability to actually make money?
In this episode, we return to the world of gaming to discuss Microsoft, Sony and Nintendo, the increasingly fraught big budget gaming financial model, and a few fun digressions along the way.
Links
<ul>
<li><a href="https://www.theverge.com/2024/5/8/24151814/microsoft-xbox-layoffs-strategy-changes-arkane-tango">Inside Microsoft’s Xbox turmoil – The Verge</a></li>
<li><a href="https://twitter.com/downroundpod">Down Round on X</a></li>
<li><a href="https://www.instagram.com/downroundpod/">Down Round on Instagram</a></li>
<li><a href="https://www.tiktok.com/@downroundpod">Down Round on TikTok</a></li>
</ul>

The AAA Gaming Apocalypse (PREVIEW)

Apple and Google are both on the precipice of announcing deeper integration of generative AI into their respective operating systems. Google's IO conference is this week, and reporting abounds that Apple has inked a deal with OpenAI to integrate GPT with iOS. There's a big question as to whether they're doing this because users actually want it, or because investors and the market thinks they should.

In this episode, we talk about Google and Apple, what their AI implementations might look like, and just where this is all going. Also, a sad mea culpa for the Rabbit R1.

Links
Apple Nears Deal With OpenAI to Put ChatGPT on iPhone – Bloomberg
Google I/O 2024 will be all about AI again – The Verge
Sign up for Down Round Premium
Down Round on X
Down Round on Instagram
Down Round on TikTo

Apple and Google are both on the precipice of announcing deeper integration of generative AI into their respective operating systems. Google's IO conference is this week, and reporting abounds that Apple has inked a deal with OpenAI to integrate GPT with iOS. There's a big question as to whether they're doing this because users actually want it, or because investors and the market thinks they should.
In this episode, we talk about Google and Apple, what their AI implementations might look like, and just where this is all going. Also, a sad mea culpa for the Rabbit R1.
Links
<ul>
<li><a href="https://www.bloomberg.com/news/articles/2024-05-11/apple-closes-in-on-deal-with-openai-to-put-chatgpt-on-iphone">Apple Nears Deal With OpenAI to Put ChatGPT on iPhone – Bloomberg</a></li>
<li><a href="https://www.theverge.com/2024/5/11/24154219/google-i-o-2024-what-to-expect-where-watch-livestream-ai-android-search-gemini">Google I/O 2024 will be all about AI again – The Verge</a></li>
<li><a href="http://downround.memberful.com">Sign up for Down Round Premium</a></li>
<li><a href="https://twitter.com/downroundpod">Down Round on X</a></li>
<li><a href="https://www.instagram.com/downroundpod/">Down Round on Instagram</a></li>
<li><a href="https://www.tiktok.com/@downroundpod">Down Round on TikTo</a></li>
</ul>

Capital Inferno Heaven (feat. Kyle Harrison)

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