๐ถ The modern VC sourcing method
How new school VCs are building their pipeline, finding signal, and lapping their competition
๐ถ Outlier frameworks: How tier-one investors think
96 mental models used by investors at Sequoia, Benchmark, Accel, and others
๐ถ Market map: Recreating the modern investment firm
The companies helping modern investment firms act like tech companies
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๐ถ Leo Polovets (GP @ Humba Ventures) on what makes a great LP, attributing luck to seed investing, and using transparency to your advantage
What GPs look for from their LPs, making the case for venture investing vs. other asset classes, and some philosophy around reserves and follow-on investments
๐ถ Ashley Smith (GP @ Vermilion Cliffs Ventures) on operators-turned-investors, the evolution of engineering roles, and how GTM is changing in 2025
Non-traditional paths to become a GP, secondary effects of AI co-pilots, hiring the unhireable, and why you can't take a one-size-fits-all approach to GTM strategy
๐ถ Zoe Weinberg (GP @ ex/ante) on agentic tech and reasons to be optimistic about AI
Pre-seed capital, signaling risk, and what changes as it becomes easier to spin up an MVP, the threats and opportunities in AGI (and why a lot of the noise is overhyped), and how alpha is created through unique lived experiences
๐ถ Charley Ma (GP @ Pathlight) on how to think as a thematic GP
The choice to be a thematic investor, the challenge of thinking over long time horizons with the pace at which the world is changing today, takeaways from moving upstream and warranting more ownership, how the role of emerging managers will change over the next ten years
