Confluence.VC Weekly

Confluence.VC Weekly
Archive
Page 10

📶 Chima Investment Memo: The AI stack to run agent applications

1,900 words on why we're so bullish on the company positioned to win the AI agents movement

📶 Jeff Morris, Jr. (GP @ Chapter One) on growing your internet surface area

Publishing on the internet, building leverage through teambuilding, and scaling a fund into an institution

📶 the talent distribution curve

Talent levels, Tusk Ventures is done with traditional VC, Sequoia is rumored to lead Mercury’s massive round, and how LPs make decisions

📶 you can just do things

Thoughts on agency, how to spot high agency people, and other general takeaways

📶 what does PMF mean to Sequoia?

Sequoia’s PMF framework, inside OpenAI’s upcoming round, what Forerunner looks for, what happens if carried interest tax treatment changes

📶 Charley Ma (GP @ Pathlight) on how to think as a thematic GP

The choice to be a thematic investor, the challenge of thinking over long time horizons with the pace at which the world is changing today, takeaways from moving upstream and warranting more ownership, how the role of emerging managers will change over the next ten years

📶 another GP leaves

Felicis GP transitions out, Hamilton raises massive first fund, the agentic era of commerce is here, new VC jobs listed

🚨 ANNOUNCEMENT

Pack your bags ...

📶 the state of venture (2024)

Making sense of the latest AngelList report, measuring signal in a digital world, the latest investment memos from our team, and 8VC is launching a recruiting company

📶 what YC is looking for

YC latest request for startups, our latest investment memo, how to get vs how to keep attention, an updated AI voice agents market map

📶 Confluence.VC Behind the Scenes: January 2025 Recap

The good, the bad, and the outlook

📶 Documenso Investment Memo: Compliant signatures, zero friction

1,700 words on why we're so bullish on the company replacing DocuSign

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