Inside the secret flywheels that are helping the winners keep winning in venture investing
~2,500 words on what I think is the biggest thing going on in venture
Our updated list of non-obvious things we've noticed
1,500 words on where I think the future of venture is headed
96 mental models used by investors at Sequoia, Benchmark, Accel, and others
How new school VCs are building their pipeline, finding signal, and lapping their competition
How the best early-stage investors are finding signal through the noise
Structural issues for seed funds, AI talent and the mixed bag that comes with it, the era of the bootstrapped solo founder, and thoughts on CLTV/CAC
The real challenge with reaching 100% autonomy, who wins with the Figma IPO, the new pre-seed strategy, and a crisis moment for seed VCs
Thoughts on the newest fund of funds, some signs of life for fintech, the easiest jobs in finance, plus we're reviving our VC jobs
Why we like the company helping sales and marketing people tell better stories and win more deals
Predicting the roles of the future, we're drunk on startup stupidity again, and newsletters-as-a-service
More zero-sum games, thoughts on acqui-hires, Brian Singerman is launching a new fund, and some new investment memos on companies we're tracking
Opportunities in the new labor market, a few things I believe, LPs are slowly warming back up to emerging managers, and why the latest tax law sweetens secondary deals
Problems in the hiring market, capital markets vs. internet capital markets, GPs are adding more value with AI-powered portfolios, plus the best from last week
A deep dive into how companies can increase their odds of getting bought
What happens when more work gets automated, why LPs and GPs don't always agree, Boldstart raises new funding, and memos on seven companies we like
Future-proofing yourself as a worker, newsletters-as-a-service, AngelList has made data rooms free, plus seven investment memos from our team
