Frankel: AI Spurs Productivity, Divides 'Plastic Minds'
David Frankel argues AI won't cause mass job loss but massive productivity gains. Young, 'mentally plastic' builders will thrive; others will struggle to retrain.
The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel
With Harry Stebbings, David Frankel · Sunday, August 9, 2026
Harry Stebbings and David Frankel delve into the complexities of seed-stage venture capital, discussing the current AI boom's impact, the challenges of fund scaling, and the evolving role of investors. Frankel shares his contrarian philosophy on fund size, the importance of founder obsession, and the increasing liquidity in secondary markets, while also touching on the societal implications of AI and the future of work.
Frankel: $50-100M Seed Funds Are The Worst Performers
David Frankel argues $50-100M seed funds are uniquely disadvantaged. Too big to collaborate, too small to lead. Founders, pick your investors wisely.
Frankel: Why 'Nepo Babies' With Deep Vertical Edge Win Big
David Frankel redefines 'Nepo baby' in VC as founders with ingrained vertical expertise, not inherited wealth, leading to unmatched market insight.
VCs Sell Winning Stakes Early: Your Liquidity Playbook
David Frankel reveals why VCs take 20% off winning positions via secondaries, prioritizing cash velocity over IPOs. Founders, leverage this shift.