Archive | Confluence.VC

Mar 4, 2025

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6 min read

📶 how many LPs does it take?

Data on the number of LPs it take to raise a fund, a fundamental flaw of the “everyone will build their own apps” movement, and a list of companies backed by OpenAI

Mar 3, 2025

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9 min read

📶 General Catalyst eyes an IPO

GC looks to take private investing to the public markets, Upfront takeaways, a warning on SPVs, and Altimeter returns data

buying networks, compounding leverage, and a different approach to solving the coverage problem

Feb 28, 2025

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14 min read

buying networks, compounding leverage, and a different approach to solving the coverage problem

Why knowledge is no longer a moat, a bleak future for junior investor roles, and some explanations for the emerging manager boom

Feb 27, 2025

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8 min read

📶 thoughts on seedstrapping

Why I expect more companies to exit the venture game, the future of VC and the consolidation of great fund managers, and the great rebranding

📶 Zoe Weinberg (GP @ ex/ante) on agentic tech and reasons to be optimistic about AI

Feb 26, 2025

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6 min read

📶 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