Founder underwriting, developing storytelling superpowers, and building personal brand without being loud on the internet
New talent pools emerging from the AI boom, a venture math breakdown, plus our 10 best links of the week
Economic constraints created through bear markets, identifying the "why", and why you have to prioritize ownership for VC math to work
What went right, what went wrong, and where we could use some help
Identifying motivation, growth sins, and developing storytelling superpowers
How to act as a VC, how to win the fight for attention, and the power of storytelling
Lightspeed leads beehiiv's Series A, it's a bad time to be a growth-stage company, and how we're thinking about redesigning our landing page
Defining scarcity, capital as an innovation constraint, and learning from the past to invest in the future
Because somebody had to say it
Our thoughts on the Sequoia news, the VC platform report, and a better way to approach newsletter sponsor targets
Our updated list of non-obvious things we've noticed
Who wins from the AI boom, Neo raises from $235m from smart money,