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๐Ÿ“ถ Superpower Investment Memo: Proactive healthcare

๐Ÿ“ถ Superpower Investment Memo: Proactive healthcare

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

๐Ÿ“ถ PMF or die

๐Ÿ“ถ PMF or die

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

๐Ÿ“ถ we're getting closer to AGI

๐Ÿ“ถ 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

๐Ÿ“ถ slow paper is better than no paper

๐Ÿ“ถ slow paper is better than no paper

Return data on fast vs slow funds, 25 more VC predictions for 2025, the secret to finding your lifeโ€™s work, and Sydecar raises $11m

๐Ÿ“ถ Reddit goes after Google

๐Ÿ“ถ Reddit goes after Google

Reddit builds a search competitor, the consolidation of private credit, confessions of a big tech recruiter, thoughts on going monk mode

๐Ÿ“ถ what if venture doesn't recover ...

๐Ÿ“ถ what if venture doesn't recover ...

Thoughts on what could happen if the VC recovery takes longer, 30 elite pieces of company building advice, why signaling is everything, and what it feels like to convince your GP to take a January meeting

๐Ÿ“ถ Tim Chen (Managing Partner @ Essence) on the infrastructure opportunity

๐Ÿ“ถ Tim Chen (Managing Partner @ Essence) on the infrastructure opportunity

Reasons to be bullish on developer tools, advantages and disadvantages of being a solo GP, and the right time to approach institutional capital

๐Ÿ“ถ emerging markets ... not so hot anymore

๐Ÿ“ถ emerging markets ... not so hot anymore

Emerging markets venture investments are way down, the myth of the 80 hour workweek, 11 VC predictions for 2025, why venture needs new math

๐Ÿ“ถ Permanent Equity's annual letter

๐Ÿ“ถ Permanent Equity's annual letter

One of the best annual letters you'll read, Meta drops content moderation, and seven charts to think about going into 2025

๐Ÿ“ถ where innovation goes to die

๐Ÿ“ถ where innovation goes to die

Redemption rights are killing the Chinese startup scene, VC market share estimations, the biggest non-AI rounds of 2024, market map for micro-mobility companies

๐Ÿ“ถ what are VCs betting on in 2025?

๐Ÿ“ถ what are VCs betting on in 2025?

Where VCs are betting in 2025, private wealth ๐Ÿค emerging VCs, venture feedback loops shouldnโ€™t be that long, which type of Silicon Valley thinkboi are you?

๐Ÿ“ถ Deal Flow Report: 01/05/25

๐Ÿ“ถ Deal Flow Report: 01/05/25

Insanely fast accounting for new businesses, embedded analytics for your customers, how to scale brand affiliates

Clay Norris
Clay Norris
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Like Morning Brew - but only with VC stuff

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