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📶 PE leads, VC follows

Apr 1, 2025

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10 min read

📶 PE leads, VC follows

A glimpse into the future for VC as an asset class, virtue signaling is killing independent thinking, and the case for equity-for-services

📶 Confluence.VC Behind the Scenes: February + March 2025 Recap

Mar 31, 2025

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2 min read

📶 Confluence.VC Behind the Scenes: February + March 2025 Recap

The good, the bad, and the outlook

📶 things that made me stop the scroll

Mar 28, 2025

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4 min read

📶 things that made me stop the scroll

The best things I found on X this week, digging your moat through typing a sequence of keys, and the importance of sales rep math

📶 Kevin Novak (GP @ Rackhouse) on new business models and AI-first businesses

Mar 27, 2025

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5 min read

📶 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

📶 WHY DIDN’T ANYBODY TELL ME I COULD RAISE LESS?

Mar 26, 2025

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8 min read

📶 WHY DIDN’T ANYBODY TELL ME I COULD RAISE LESS?

Escaping the venture treadmill, megafunds and the great re-risking, the year of the $1b secondary, and some VC returns data

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