Simone Beckett said AI application startups were features her firm wouldn't touch; six months later she raised an 80 million fund exclusively for them.
A changed position is not inherently deceptive. The surrounding conversations retain the speaker's reasons and qualifications.
Example editorial assessment · Based on statements 1 and 2
Explore both example sources
Read around each selected statement. Unresolved attribution and dates stay explicit.
Fictional demo · Term Sheet Live
Where Foundry Row won't go
Video not included
The highlighted passage appears in the example Receipt. The surrounding fictional dialogue stays in its original order.
Harper Quinn00:29:28–00:29:43
Every fund on the street has an AI thesis. Yours is conspicuous by absence.
Simone Beckett00:29:45–00:29:58
Our thesis is that the platforms eat the applications by Christmas.
AI application startups are features, not companies. We're not deploying a dollar there, and the LPs know it.
Harper Quinn00:30:23–00:30:31
Which Christmas?
Simone Beckett00:30:33–00:30:41
Pick one.
Source details and provenance
Recorded in the fictional scenario
Dec 8, 2025
Published in the fictional scenario
Dec 10, 2025
Selected passages and the surrounding conversation are indexed in their original order. Unindexed intervals are not represented as a complete transcript.
People, shows, companies and statements in this demo are invented. No original recording or external source link is included.
Our new eighty million fund is exclusively AI applications. The moats showed up in the data, and pretending otherwise would be malpractice.
Harper Quinn00:27:29–00:27:39
December you said the platforms eat the applications.
Simone Beckett00:27:41–00:28:06
December me was looking at 2024 cohorts. The 2025 cohorts kept their users. I changed with the evidence, that's the whole job.
Source details and provenance
Recorded in the fictional scenario
Jun 9, 2026
Published in the fictional scenario
Jun 11, 2026
Selected passages and the surrounding conversation are indexed in their original order. Unindexed intervals are not represented as a complete transcript.
People, shows, companies and statements in this demo are invented. No original recording or external source link is included.