Investing Anthony Bontrager Investing Anthony Bontrager

Three Years Later: How “The Great Reset” became The Great Reinvention

Looking back at my January 2023 post about "The Great Reset," I'm struck by both what I got right and what none of us saw coming. Yes, I along with most everyone else predicted the return to fundamentals, the emphasis on unit economics, and the rationalization of valuations. What I didn't fully grasp was that we weren't just resetting - we were standing at the precipice of a complete reinvention. The "bumpy ride" I predicted turned out to be more of a violent shakeout followed by an explosive renaissance. The venture capital industry didn't just correct; it metamorphosed.

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Investing Anthony Bontrager Investing Anthony Bontrager

The A.I. Bubble: Why this time is actually different (and why that still won’t save everyone)

Have you seen it? The knowing glances exchanged between veterans of the dot-com era as they watch valuations soar beyond reason. Circular deals proliferate along with promises of revolutionary change to justify the astronomical spending. We’ve seen this moving before - and we remember how it ended. Yet this time, everyone insists, it’s different… 

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Investing Anthony Bontrager Investing Anthony Bontrager

Why We Invested: Qorus Software

Platforms like Qorus have progressed from “nice-to-have” to a “must-have” and those that have incorporated these solutions are leapfrogging the competition, closing more deals faster and enjoying increased profitability.

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