I do not have much to pontificate on my blog today except that my 4-year-old daughter has now intruded on my “Power Hour(s).” The power hour is from 4 am-6 am to meditate, read, work out, and journal. It is hard to get this self-care time, so it is executed during normal sleep. She foiled my plans. It was nice to have a workout partner for a change.

I have decided that in my 500’ish deals that I have looked at this year, I have not been compounding my knowledge base as much as I would like regarding current trends and businesses in the market. That ended two days ago with me selecting some themes I will explore for the next couple of months. Onward.

I have ingested some exciting content this last week….

• Kyle Harris of Investing 101 discussed Hype Cycles concerning Generative AI.

• Big banks are calling significant consolidations of tech companies in 2023 in The Information.

• Brad Gerstner speaks of humility, stock picking, and current marketing conditions on the 20VC podcast.

I am on my way to Venture Dallas this morning. I am looking forward to networking with some great founders and investors. If you are in Dallas, hit me up!