Layers of AI adoption, some fund data from Carta, the most valuable private companies, and some thoughts about rejecting compression
Away with the traditional pyramid structure, the late innings of institutional compounding, VC fund performance cheat sheet, and some data on a16z returns
Questioning the logic around negative margins for supernova AI companies, lessons from investing in challenger banks, and which types are agents are getting the most utility
How we got here, some differences between selling AI and selling software, and five steps to winning in vertical AI
The rise of the agent manager, some stats from the launch of Outlaw, why we're terrified of one-way doors, and is an MBA worth anything anymore?
Talking lessons from a previous exit, B2C vs. B2B selling, technical challenges of building AI products, and turning customers into advocates with Yahia Bakour
Removing the intelligence constraint, why $100b outcomes are the new "normal", and Altman Cap raises a fresh fund
What we're learning from the new era of dev tools, lessons from 21 years of venture cycles, and Robinhood is trying to launch a publicly-traded venture fund
What the Klarna IPO proves, building the Microsoft Office of agents, and what critiques of the venture industry miss
How the best early-stage investors are finding signal through the noise
Structural issues for seed funds, AI talent and the mixed bag that comes with it, the era of the bootstrapped solo founder, and thoughts on CLTV/CAC
The real challenge with reaching 100% autonomy, who wins with the Figma IPO, the new pre-seed strategy, and a crisis moment for seed VCs
