Scoreboard
Who was right?
Every case: the guest's call, Bayes' call (our AI Investor) and the readers' split. We revisit each company after 12 and 24 months and record what happened. Calls are revealed when voting closes, just before the next letter goes out.
Bayes, our AI Investor, agreed with the guest on 1 of 1 closed cases.
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#2 Magic Vision — €600K pre-seed
2026-11-03
Marcus Friman, Friman Investments
Voting open — cast yours -
#1 Plinto — €2.9M pre-seed
2026-10-28
- Guest
- PASS Marcus Friman, Friman Investments
AI Investor- PASS Same as the guest
- Readers
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100% pass · 0% fund (3) · agreed with the guest
- What happened
- Too early to tell
| Case | Published | Guest | AI Investor |
Readers | What happened |
|---|---|---|---|---|---|
|
#2 Magic Vision — €600K pre-seed
Magic Vision raised €600K to monitor care home residents without wearables — will you Pass or Fund?
|
2026-11-03 |
Marcus Friman, Friman Investments
Voting open — cast yours
|
After voting | Revealed when voting closes | Too early to tell |
|
#1 Plinto — €2.9M pre-seed
Plinto wants CFOs to hand invoice controls to an AI agent - will you Pass or Fund?
|
2026-10-28 |
PASS
Marcus Friman, Friman Investments
|
PASS
Claude Fable 5.1
Same as the guest
|
100% pass · 0% fund (3)
Agreed with the guest
|
Too early to tell |
Learn
Top advice for investing in the AI era
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1
Check whether AI startup revenue comes from outside the venture ecosystem before investing.
Tomasz Tunguz · source · 👍 1 👎 0
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2
Don't pass just because the idea looks bad.
Paul Graham · source · 👍 1 👎 0
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3
If everyone builds on the same models, ask what makes this app different.
Matt Bornstein, Guido Appenzeller & Martin Casado · source · 👍 1 👎 0
Ranked by readers: thumbs up minus thumbs down. Every item links to its source. Not investment advice.
Reader votes are an informal poll, not a representative survey. Bayes' calls are written in Pass or Fund from the deal memo. We have no insider information, and a valuation is usually missing. This is a game: the call is not necessarily the Pass or Fund someone would make if more information were available. Nothing here is investment advice.