Redemption rights are killing the Chinese startup scene, VC market share estimations, the biggest non-AI rounds of 2024, market map for micro-mobility companies
Where VCs are betting in 2025, private wealth 🤝 emerging VCs, venture feedback loops shouldn’t be that long, which type of Silicon Valley thinkboi are you?
Insanely fast accounting for new businesses, embedded analytics for your customers, how to scale brand affiliates
The new kids on the block, inverse effects of making too much money, 2025 predictions, and why some are skeptical on AI sales agents
3,500 words on what all we learned in 2024 + our masterplan going into 2025
Technology Brothers arrives, secondaries funds top $100b, summing up differences between the US, China, and Europe, Oura grabs fresh cash
More emphasis on positioning out the gate, sovereign wealth funds are engulfing AUM, AngelList lands a big partnership for fund managers, outlier mental models used by the best investors in the world
SoftBank returns to the big leagues, how Tomasz Tunguz uses AI, Grammarly acquires Coda, the cost of sin
Trends on where the world is heading, unconventional investment theses, pairing a newsletter alongside a fund, and some hard truths about VC
The death of the 10-year fund cycle, lessons from Doug Leone, big names are piling into Databricks, and prompts to make better content
An update on Tiger Global’s returns, Naval’s mental models, the modern investment firm market map, and the startups working to lowering your taxes
The companies helping modern investment firms act like tech companies
