04 February 2026
Newsletter – February 4, 2026
| What does it take to build an AI company that endures beyond market cycles? In his latest blog, “Cockroaches, Not Unicorns,” Berkeley SkyDeck Fund Managing Partner, Chon Tang, argues that enduring AI companies are built through customer value, capital discipline, and long-term resilience. “The market always overreacts,” Tang writes, “but companies grounded in real value are the ones that survive and win.” Read the full blog here. |
