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
The good, the bad, and the outlook
Vencap's CIO shares some data on which performs better, when venture became a sales game, Accolade's latest fund is bullish for crypto, and how to be contrarian in VC
Data from a Sequoia LP, Hiive's private markets report, Amazon doubles down on Anthropic, and the bell curve of investing in people
The best AI for legal teams, a company making banking magical, and the future of human reasoning
Extended exits are forcing funds to rethink the fund life cycle, the state of secondaries markets, a deep dive on Thrive Capital, and why the best information is the hardest to find
AngelList Q3 product updates gives hints at their master plan, 93 non-obvious things about VC, Bling Capital raises another big fund, Oura hits a $5b valuation
Why venture debt markets are on fire, thoughts on outcome-based pricing, how to win on TikTok, and the circle of life for EBITDA multiples
Opportunity areas for the future of real estate, different levels of being a salesman, and how to use liquor sales to spot alpha
New fund math breakdown, what great founders do according to Sam Altman, a megathread on three years of running a business, and Klarna is going public
