We're In An AI Bubble. Here's The Upside Nobody's Selling.
About this episode
Only 2% of venture capital goes to women, yet 15 years of research says women-led companies outperform. Rachel Chalmers, co-founder and co-GP of Generationship, calls that gap a mispricing, not a charity case. Her first fund closed oversubscribed at $2.7M and already has two markups, including a 4x in three months. Here's what the rest of venture keeps missing, and why her best fundraising advice is to go collect 100 rejections.
Key moments
- 0:00 Highlights from this conversation
- 1:39 Who is Rachel Chalmers?
- 2:05 The magazine that ended her professor career
- 4:04 What wild horses teach about leadership
- 6:51 Should women founders add a male cofounder?
- 8:01 Why the biggest VC funds stopped taking risks
- 9:56 We are not a charity": the founders VCs underprice
- 13:35 How investing early turns into a 5x markup
- 15:11 What made her write the check
- 18:15 Why formal verification could be the next big thing
- 20:24 Traits of the founders who build unicorns
- 23:54 Do women have an advantage as founders?
- 28:12 How to get ready to fundraise: collect 100 rejections
- 31:58 How she landed her first big investor
- 33:48 Are we in an AI bubble?
- 36:16 What worries her more than the AI bubble
- 38:12 Does long-term planning still matter?
- 40:04 The climate bet she made on impulse
- 41:35 What to tell your kids as AI breaks the career ladder
- 43:30 The book that changed her life
- 47:50 outro