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Investor InterviewsInvestor Interviews
📶 Mack Healy (GP @ KdT Ventures) on the non-glamorous parts of venture

📶 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

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📶 new funds for USV

📶 new funds for USV

USV doubles down on what’s working, what is real venture alignment, Boom breaks the sound barrier, Pelion becomes Utah’s largest venture firm

Topic Deep DivesTopic Deep Dives
📶 use ChatGPT to write your next investment memo

📶 use ChatGPT to write your next investment memo

How to automate 90% of the investment memo process, everything they teach in YC on one page, consumer is back, a visual on Boyd’s law of iteration

NewsNews
📶 what VCs are expecting under Trump

📶 what VCs are expecting under Trump

Trumps agenda and its impacts, the new digital age of the SEC, why VCs are looking at low-margin businesses again, what to make of the DeepSeek news

NewsNews
📶 when a "good" outcome isn't good after all

📶 when a "good" outcome isn't good after all

The ugly side of taking venture money, funds of funds are optimistic, musical chairs for university endowment CIOs, and ElevenLabs grabs a $3b valuation

Market MapsMarket Maps
📶 Market map: Growing revenue-per-employee

📶 Market map: Growing revenue-per-employee

The companies powering the next era of efficient scaling

NewsNews
📶 enterprise VCs request for AI startups

📶 enterprise VCs request for AI startups

VC weigh in on what they want to see from AI companies, Insight raises new funds, 10 years of money wisdom, 100 rules to live by

Investor InterviewsInvestor Interviews
📶 Maya Bakhai (GP @ Spice Capital) on true signal, seed fund portfolio construction, and the opportunity for being non-consensus

📶 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

NewsNews
📶 will the real startup cities, please stand up?

📶 will the real startup cities, please stand up?

A new Golden Era in America, what tech hubs truly exist, top 100 colleges (according to founders), the inverse correlation between luck and time spent at home

Investment MemosInvestment Memos
📶 Deal Flow Report: Superpower Investment Memo

📶 Deal Flow Report: Superpower Investment Memo

1,200 words on why we're so bullish on the company redeveloping the future of healthcare

NewsNews
📶 PMF or die

📶 PMF or die

Technology Brothers latest show idea is taking applications, good suffering, maxims from Jensen Huang, NorCal family office starter pack

NewsNews
📶 we're getting closer to AGI

📶 we're getting closer to AGI

ChatGPT releases Tasks, Synthesia grabs a $2.1b valuation, Intel spins of its CVC, and climate tech funding drops for a third straight year

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