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
Why the future of healthcare will be preventative
Why venture debt markets are on fire, thoughts on outcome-based pricing, how to win on TikTok, and the circle of life for EBITDA multiples
Opportunity areas for the future of real estate, different levels of being a salesman, and how to use liquor sales to spot alpha
New fund math breakdown, what great founders do according to Sam Altman, a megathread on three years of running a business, and Klarna is going public
Where YC is looking for startups, founder vesting benchmarks, Forerunner raises a massive new fund, plus one thing to change how you think about money
Why you should choose investors based on their anecdotal evidence, why some IPOs fail, lessons from studying 3,000 pitch decks, and Naval’s life rules
Why crypto played such a big role in determining the next president, the four stages of GTM, why diversification sucks, and an AI voice agents market map
Customer support 2.0, AI knowledge and support for technical sales teams, and the future of list building and enrichment
How to build a GTM strategy from scratch, how celebrities are becoming VCs (and VCs are becoming celebrities), the FTC goes after a challenger bank, when smart people are bad employees
Smaller funds aren’t raising like they used to, what Trump’s win means for AI regulation, what’s next for crypto
PE is betting big on niche sports, Coatue is raising $1b for AI, 14 ideas from Buffet and Munger, and the chart to end the product vs. distribution debate
Why Crosscut and other firms are moving away from software and towards hardware investing, Tomasz Tunguz files for a massive Fund II, and PE doubles down on value creation
