Nov 3, 2025
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14 min read
37 raw realizations over the past ~12 months
Oct 31, 2025
9 min read
What's working / not working, the new GTM stack, and AI impact is lower than anticipated
Oct 30, 2025
8 min read
Some things an LP thinks you should hear
Oct 29, 2025
10 min read
How to win as the world becomes harder to predict
Oct 28, 2025
Why more > less, where value accrues for AI companies, and Sequoia raises another set of funds
