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๐Ÿ“ถ audiences and AUM: the flywheel behind the new venture playbook
Topic Deep DivesTopic Deep Dives

๐Ÿ“ถ audiences and AUM: the flywheel behind the new venture playbook

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

๐Ÿ“ถ narrative capital (converting attention to equity)

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

May 09, 2025

๐Ÿ“ถ 99 brutally honest takeaways from working in venture capital

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

Jun 07, 2023

๐Ÿ“ถ 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

๐Ÿ“ถ Outlier frameworks: How tier-one investors think

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

Apr 26, 2024

๐Ÿ“ถ The modern VC sourcing method

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

Nov 14, 2023
Investor InterviewsInvestor Interviews
๐Ÿ“ถ Bryce Roberts (Founder @ INDIE) on efficiency, the pursuit of revenue-per-employee, and escaping the venture rat race
Apr 11, 2025

๐Ÿ“ถ Bryce Roberts (Founder @ INDIE) on efficiency, the pursuit of revenue-per-employee, and escaping the venture rat race

Efficiency and growing revenue-per-employee, automating the back office vs. front office, why creators are bad at pursuing the right ways to monetize their audience, and how seedstrapping changes venture math

Investor InterviewsInvestor Interviews
๐Ÿ“ถ Kevin Novak (GP @ Rackhouse) on new business models and AI-first businesses
Mar 27, 2025

๐Ÿ“ถ Kevin Novak (GP @ Rackhouse) on new business models and AI-first businesses

Founder errors of the past and present, second-order effects of intelligence becoming cheaper, how to think about investment time horizons in today's world, and why infrastructure matters more than algorithms

Investor InterviewsInvestor Interviews
๐Ÿ“ถ Leo Polovets (GP @ Humba Ventures) on what makes a great LP, attributing luck to seed investing, and using transparency to your advantage
Mar 13, 2025

๐Ÿ“ถ 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

Investor InterviewsInvestor Interviews
๐Ÿ“ถ Sean Doolan (GP @ Virtue) on healthcare complexities, scaling a fund, and a fork in the road for junior investors
Mar 11, 2025

๐Ÿ“ถ Sean Doolan (GP @ Virtue) on healthcare complexities, scaling a fund, and a fork in the road for junior investors

Healthcare vs. SaaS investing, getting to conviction quickly, and filling a gap in the funding market

Investor InterviewsInvestor Interviews
๐Ÿ“ถ Ashley Smith (GP @ Vermilion Cliffs Ventures) on operators-turned-investors, the evolution of engineering roles, and how GTM is changing in 2025
Mar 06, 2025

๐Ÿ“ถ 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

Investor InterviewsInvestor Interviews
๐Ÿ“ถ Zoe Weinberg (GP @ ex/ante) on agentic tech and reasons to be optimistic about AI
Feb 26, 2025

๐Ÿ“ถ 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

Investor InterviewsInvestor Interviews
๐Ÿ“ถ Jeff Morris, Jr. (GP @ Chapter One) on growing your internet surface area
Feb 14, 2025

๐Ÿ“ถ Jeff Morris, Jr. (GP @ Chapter One) on growing your internet surface area

Publishing on the internet, building leverage through teambuilding, and scaling a fund into an institution

Investor InterviewsInvestor Interviews
๐Ÿ“ถ Charley Ma (GP @ Pathlight) on how to think as a thematic GP
Feb 10, 2025

๐Ÿ“ถ 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

Investor InterviewsInvestor Interviews
๐Ÿ“ถ Mack Healy (GP @ KdT Ventures) on the non-glamorous parts of venture
Jan 31, 2025

๐Ÿ“ถ Mack Healy (GP @ KdT Ventures) on the non-glamorous parts of venture

Incubating companies while operating a fund, common misconceptions about running a venture fund, questions he wishes founders would ask more often, overlooked opportunities

Investor InterviewsInvestor Interviews
๐Ÿ“ถ Maya Bakhai (GP @ Spice Capital) on true signal, seed fund portfolio construction, and the opportunity for being non-consensus
Jan 22, 2025

๐Ÿ“ถ Maya Bakhai (GP @ Spice Capital) on true signal, seed fund portfolio construction, and the opportunity for being non-consensus

Avoiding venture groupthink, gaining conviction at pre-seed, investing in "scar tissue" zones, math on why you're probably not as good at picking as you think

Investor InterviewsInvestor Interviews
๐Ÿ“ถ Tim Chen (Managing Partner @ Essence) on the infrastructure opportunity
Jan 10, 2025

๐Ÿ“ถ Tim Chen (Managing Partner @ Essence) on the infrastructure opportunity

Reasons to be bullish on developer tools, advantages and disadvantages of being a solo GP, and the right time to approach institutional capital

Investor InterviewsInvestor Interviews
๐Ÿ“ถ Rex Woodbury (Founder & Managing Partner @ Daybreak) on the trends changing the world
Dec 17, 2024

๐Ÿ“ถ Rex Woodbury (Founder & Managing Partner @ Daybreak) on the trends changing the world

Trends on where the world is heading, unconventional investment theses, pairing a newsletter alongside a fund, and some hard truths about VC

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