| Everyone worries AI will take their job. Steve Lord thinks we’ll hit a bigger wall first: power. Lord is COO of Burkland Associates, which provides fractional CFO services to hundreds of VC-backed startups. He works with Andreessen Horowitz and dozens of other top VC firms, giving him a unique view of the AI frontier. In this conversation, we dig into the infrastructure bottleneck facing AI, why startups aren’t going public anymore, what went wrong with crypto’s original promise, and why America still holds an edge in innovation. Plus, Lord’s blunt advice for founders trying to raise capital in today’s market—and for investors looking at VC opportunities. Learn more about Steve Lord here: https://burklandassociates.com/executive-team/steven-lord/ Sign up for Ed D’Agostino’s free newsletter here: https://tinyurl.com/yx39uxue Follow Ed D’Agostino on LinkedIn: https://www.linkedin.com/in/ed-d-agostino-415475296/ Follow Ed D’Agostino on X (Twitter): https://www.x.com/EdDAgostino Timestamps: 00:00 – Introduction 01:05 – The state of VC deals 09:22 – No more IPOs? 10:55 – The crypto parallel 13:04 – AI productivity boom 17:00 – Why crypto is here to stay 21:55 – The next big thing 25:50 – AI’s impact on government policy 30:58 – Is America’s innovative edge over? |
Each week, investors and financial professionals around the globe turn to John Mauldin to better understand Wall Street, global markets, and the drivers of the world economy. And for good reason. John is a noted financial expert, a New York Times best-selling author, a pioneering online commentator, and the publisher of one of the first publications to provide investors with free, unbiased information and guidance—Thoughts from the Frontline—one of the most widely read investment newsletters in the world.
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