Jun 30, 2025
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8 min read
How many companies should be in your portfolio, some forward looking beliefs, and the best from last quarter
Jun 27, 2025
5 min read
Changing dynamics of the venture game and where the new alpha lives, why vibe coding is actually bullish for traditional SaaS, and the multi-agent future of funds
Jun 26, 2025
6 min read
Creating a second brain, tests from God, and lessons from churn problems
Jun 25, 2025
7 min read
What to make of the new world of engineering, venture and the storytelling business, and college QBs are the newest VCs
Jun 24, 2025
How to make money in simple terms, the best of last week, why seed investors are selling winners, and Harvey raises another round at $5b
