“Lose Your Money With Us”: Halfcourt Capital on Being Early to AI (Before It Was Cool)

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If you’re just now spinning up an AI fund, you’re late.

Not fashionably late. 🚗 Late late. 🚫

But there’s no shame in it—unless you’re pretending you were there in 2015 when AI wasn’t sexy and ChatGPT was just a gleam in the robot’s eye. 🤖🚀

Enter Halfcourt Capital. 🏋️ Rob May and 🧑‍💼 Todd Earwood didn’t just write checks early. They wrote the damn playbook 🖋 on what it looks like to go all-in on a thesis before the market believed in it. I caught up with them as they prepped for Fund 4 Ⓥ and got the full download 📂 on how they built conviction, why they overcommunicate with LPs 📢, and why the data room is a red flag 🚩.