Confluence.VC Weekly

Confluence.VC Weekly
Archive
Page -2

May 01, 2025

📶 thoughts on "negative" signals

Negative signaling risk, partner attribution shifting fund-over-fund, Sarah Tavel is leaving Benchmark, and SPACs are back?

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Apr 30, 2025

📶 how much is a seed?(!)

Seed rounds are more expensive than they’ve ever been, craft is the antidote to slop, the OpenAI mafia, and lessons from Roelof Brotha

Topic Deep DivesTopic Deep Dives

Apr 29, 2025

📶 how IA invests

How one of the top seed funds operates, some thoughts around investing in small funds, how Insight trains its new investors, and venture dollars are consolidating back to SF

Topic Deep DivesTopic Deep Dives

Apr 28, 2025

📶 "how fast you win" vs. "how much you win"

Extended fund timelines, how VCs come up with their theses, and Intel reverses course

Topic Deep DivesTopic Deep Dives

Apr 25, 2025

📶 secondaries 🤝 seed funds

VCs becoming traders, the cost of liquidity, a Sequoia spinout raises $150m in a month, and how to innovate when nothing is defensible

Topic Deep DivesTopic Deep Dives

Apr 24, 2025

📶 narrative violations

Searching for alpha through narrative violations, another way to view “capital markets”, how to manage headcount, and where VC is heading

Topic Deep DivesTopic Deep Dives

Apr 23, 2025

📶 venture in 2025

Venture in 2025, a16z snags another big name GP, and Cluely has its viral moment

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Apr 22, 2025

📶 where M&A is going

The future of M&A, Techstars wants to mirror YC, a 10-year look at building a startup, and how language compresses itself

Topic Deep DivesTopic Deep Dives

Apr 18, 2025

📶 how to 3x a fund

A deep dive on portfolio construction, how to get a free investment memo from our team, and OpenAI is buying Windsurf

Apr 17, 2025

📶 traction = distraction

The distraction death spiral, why the liquidity crunch is here to stay, AI bottlenecks, and Figma is planning to IPO

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Apr 16, 2025

📶 the latest from AngelList

What AngelList is building, what you’re telling LPs when you raise your fund size, new fund I’s are popping up again, and how to get free AirPods on us

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