PERSON DIRECTORY
David Frankel
David Frankel appears in 1 indexed conversation across 20VC. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel
Seed remains viable when patience, differentiated founder judgment, and modest ownership can turn even a $2.6 billion median outcome into fund-level returns.The AI wave will create enormous roadkill: OpenAI, Anthropic, and SpaceX may become era-defining platforms, but “like 95% are not gonna be there,” while secondary liquidity and follow-on discipline shape DPI.