Our updated list of non-obvious things we've noticed
Our latest breakdown of what you can expect to earn as a full-time investor
How new school VCs are building their pipeline, finding signal, and lapping their competition
96 mental models used by investors at Sequoia, Benchmark, Accel, and others
The companies helping modern investment firms act like tech companies
3,500 words on what all we learned in 2024 + our masterplan going into 2025
Reasons to be bullish on developer tools, advantages and disadvantages of being a solo GP, and the right time to approach institutional capital
Emerging markets venture investments are way down, the myth of the 80 hour workweek, 11 VC predictions for 2025, why venture needs new math
One of the best annual letters you'll read, Meta drops content moderation, and seven charts to think about going into 2025
Redemption rights are killing the Chinese startup scene, VC market share estimations, the biggest non-AI rounds of 2024, market map for micro-mobility companies
Where VCs are betting in 2025, private wealth 🤝 emerging VCs, venture feedback loops shouldn’t be that long, which type of Silicon Valley thinkboi are you?
Insanely fast accounting for new businesses, embedded analytics for your customers, how to scale brand affiliates
The new kids on the block, inverse effects of making too much money, 2025 predictions, and why some are skeptical on AI sales agents
Technology Brothers arrives, secondaries funds top $100b, summing up differences between the US, China, and Europe, Oura grabs fresh cash
More emphasis on positioning out the gate, sovereign wealth funds are engulfing AUM, AngelList lands a big partnership for fund managers, outlier mental models used by the best investors in the world
SoftBank returns to the big leagues, how Tomasz Tunguz uses AI, Grammarly acquires Coda, the cost of sin
Trends on where the world is heading, unconventional investment theses, pairing a newsletter alongside a fund, and some hard truths about VC
