Paramount Bounces, Snap Specs, AI Affirmations, Chase Lochmiller Joins, Joe Weisenthal IRL
Bain Capital Ventures partners share their post-AGI investment strategy, with additional talk on Snap's AR glasses launch, media trends, and venture capital.
The gist
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Bain's $1.6B Fund 11 bets on a sandwich strategy: investing in infrastructure below AI models and adoption-layer companies above them.
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The real bottleneck to AI value creation is adoption, not capability, so firms are backing companies that help enterprises deploy AI.
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Snap Specs show solid hardware engineering but the pitch that AR glasses keep you off your phone feels at odds with actual use cases.
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Former legacy media hosts like Casey Newton are leaving outlets to own their IP and license shows independently, capturing sponsor revenue themselves.
What they recommend · 2 picks
"We run on Celsius and snooze. I met the Celsius founder and I was like, 'Hey man, our engineering team runs on this,' and he just sent us a fridge. I love the guy."
"I just love being able to open up the voice mode or the dictate website, ask seven different questions across statistics and links and some charts and then just have it all in o..."
Max Junestrand
1 pick · guest
"We run on Celsius and snooze. I met the Celsius founder and I was like, 'Hey man, our engineering team runs on this,' and he just sent us a fridge. I love the guy."
Joe Weisenthal
1 pick · guest
"I just love being able to open up the voice mode or the dictate website, ask seven different questions across statistics and links and some charts and then just have it all in o..."
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