404

The page you requested doesn't exist

We could not locate the page: /p/PLACEHOLDER

Try one of the featured posts or search the archive below.

More

Topic Deep DivesTopic Deep Dives
📶 diversification vs. concentration

📶 diversification vs. concentration

How many companies should be in your portfolio, some forward looking beliefs, and the best from last quarter

Topic Deep DivesTopic Deep Dives
📶 new game, new alpha

📶 new game, new alpha

Changing dynamics of the venture game and where the new alpha lives, why vibe coding is actually bullish for traditional SaaS, and the multi-agent future of funds

Topic Deep DivesTopic Deep Dives
📶 how to think with AI

📶 how to think with AI

Creating a second brain, tests from God, and lessons from churn problems

Topic Deep DivesTopic Deep Dives
📶 the state of the software engineering market

📶 the state of the software engineering market

What to make of the new world of engineering, venture and the storytelling business, and college QBs are the newest VCs

Topic Deep DivesTopic Deep Dives
📶 simple investor advantages

📶 simple investor advantages

How to make money in simple terms, the best of last week, why seed investors are selling winners, and Harvey raises another round at $5b

Topic Deep DivesTopic Deep Dives
📶 the venture knowledge work problem

📶 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
📶 some VC fund performance data (Q1 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
📶 career pivots for VC

📶 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
📶 meta risks and the two-party venture system

📶 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
📶 YC is all in on AI agents

📶 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
📶 Bill Gurley's 2025 state of the union

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

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

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

FirstBack
12345678
Next Last