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
The biggest investment areas for a16z partners in 2025, some thoughts on Moore’s Law, why winners keep winning, proof that we learn more when we aren’t looking learning through screens
Converting a media brand into an investment firm, the opportunity zones for fintech over the next decade, and some non-consensus bets that he’s placing
Trump's latest appointee, ways to make $100m with SaaS, Forerunner's source of truth for marketplaces, and a new venture buyout strategy from one of the smartest investors we've studied
Enterprise browser security that protects employees when they browse the internet, creating new workflows to make PE investors more efficient with the output, how to detect shoplifting in real-time and reduce internal theft by 28%
Singerman steps back, how CISOs are spending their budget, Max Levchin on how to work, and some tools that make you a better worker
A massive collection of the coolest market maps + companies I've found this year
What happens next once AI adoption unfolds, how emerging managers are establishing themselves differently, a breakdown of the companies that actually matter each year, another a16z partner starts her own fund
The Overton Window shifts, breaking down the point of crypto, what’s an active user really, Black Friday numbers are up 5% from last year
