Confluence.VC Weekly

Topic Deep DivesTopic Deep Dives

📶 audiences and AUM: the flywheel behind the new venture playbook

Inside the secret flywheels that are helping the winners keep winning in venture investing

📶 narrative capital (converting attention to equity)

~2,500 words on what I think is the biggest thing going on in venture

May 09, 2025

📶 99 brutally honest takeaways from working in venture capital

Our updated list of non-obvious things we've noticed

Jun 07, 2023

📶 buying networks, "future-proofing" yourself, and how winners keep winning in VC

1,500 words on where I think the future of venture is headed

Feb 28, 2025

📶 Outlier frameworks: How tier-one investors think

96 mental models used by investors at Sequoia, Benchmark, Accel, and others

Apr 26, 2024

📶 The modern VC sourcing method

How new school VCs are building their pipeline, finding signal, and lapping their competition

Nov 14, 2023

Topic Deep DivesTopic Deep Dives

Jun 19, 2025

📶 the venture knowledge work problem

Outsourcing judgement and the death of critical thinking, notes on (good) marketing, and how founders can play the venture 3.0 circus

NewsNews

Jun 19, 2025

📶 some VC fund performance data (Q1 2025)

The latest fund data from Carta, 10x concepts from Jack Butcher, and very bad advice you should ignore at all costs

NewsNews

Jun 18, 2025

📶 career pivots for VC

The market is forcing VCs to rethink their careers, patterns from YC investing, Felicis raises new funds, and the SEC is making it easier for retail investors to access venture investing

Topic Deep DivesTopic Deep Dives

Jun 17, 2025

📶 meta risks and the two-party venture system

Problems with the two venture options today, the three kinds of investors, and Glean raises a massive round

NewsNews

Jun 13, 2025

📶 YC is all in on AI agents

The future is agentic, money flows as a function of stories, and some reason for defense tech VCs to be optimistic

NewsNews

Jun 12, 2025

📶 Bill Gurley's 2025 state of the union

A temperature check for the asset class, becoming an attention-first investor, and the two sectors eating up the majority of venture dollars today

Topic Deep DivesTopic Deep Dives

Jun 11, 2025

📶 audiences and AUM: the flywheel behind the new venture playbook

Inside the secret flywheels that are helping the winners keep winning in venture investing

Topic Deep DivesTopic Deep Dives

Jun 10, 2025

📶 venture is broken ... now what?

How incentives have completely messed up the venture game, some data on the latest YC batch, Thrive's bet on AI services, plus the best from last week

Topic Deep DivesTopic Deep Dives