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
Exiting the echo chamber, some fund updates, and the best of the best from last week
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
Taking a product from “vibecoded “ to “enterprise-grade”, building with a self-serve mindset, and why your GTM strategy should NOT ignore Reddit
New rules for developer tool companies, a new era for consumer software, and the post-AI org chart
FDEs and the future of work, the greatest trick the devil plays on people, and we're (definitely) in an AI bubble
How companies should think about narratives, hype cycles, and where to build
Layers of AI adoption, some fund data from Carta, the most valuable private companies, and some thoughts about rejecting compression
Away with the traditional pyramid structure, the late innings of institutional compounding, VC fund performance cheat sheet, and some data on a16z returns
Questioning the logic around negative margins for supernova AI companies, lessons from investing in challenger banks, and which types are agents are getting the most utility
How we got here, some differences between selling AI and selling software, and five steps to winning in vertical AI
The rise of the agent manager, some stats from the launch of Outlaw, why we're terrified of one-way doors, and is an MBA worth anything anymore?
Talking lessons from a previous exit, B2C vs. B2B selling, technical challenges of building AI products, and turning customers into advocates with Yahia Bakour
Removing the intelligence constraint, why $100b outcomes are the new "normal", and Altman Cap raises a fresh fund
