VC after 300+ pre-seed checks: most AI wrappers are features waiting for models to ship
MartinGTobias · x · 2026-10-26
Investor Martin Tobias shares contrarian takes from 300+ pre-seed checks: keep your first deck to 10 slides; a monthly update in a bad month beats a perfect one in a good month; warm intros are overrated versus right-fit cold outreach; most "AI wrappers" are features waiting for the model to ship; and poker teaches capital allocation better than an MBA.
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