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Investor InterviewsInvestor Interviews
📶 Kevin Novak (GP @ Rackhouse) on new business models and AI-first businesses

📶 Kevin Novak (GP @ Rackhouse) on new business models and AI-first businesses

Founder errors of the past and present, second-order effects of intelligence becoming cheaper, how to think about investment time horizons in today's world, and why infrastructure matters more than algorithms

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📶 WHY DIDN’T ANYBODY TELL ME I COULD RAISE LESS?

📶 WHY DIDN’T ANYBODY TELL ME I COULD RAISE LESS?

Escaping the venture treadmill, megafunds and the great re-risking, the year of the $1b secondary, and some VC returns data

Topic Deep DivesTopic Deep Dives
📶 things you should ask your LPAC

📶 things you should ask your LPAC

Niche LPAC questions, the future of software companies, TechCrunch gets sold, and 23andMe is filing for bankruptcy

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📶 Founders Fund returns

📶 Founders Fund returns

Data on FF returns, creating leverage for AI-first teams, how VCs actually add value

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📶 where AngelList sees things going

📶 where AngelList sees things going

The CEO of AngelList on why scout funds are the best-kept secret in venture, scaling up a fund and moving on to zero-sum games, the biggest issue in private markets, and every company becoming an AI company

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📶 Cendana's latest fund

📶 Cendana's latest fund

How Cendana keeps winning, find PMF or beg for approval, the new economic order, a new fund pops up to lure founders from school

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📶 VC vs. PE talent wars

📶 VC vs. PE talent wars

Comparing the threat of leaving in VC vs. PE, thoughts on the Cendana model, Rippling vs. Deel updates, and Rex Woodburry (Daybreak) announces fund I

Topic Deep DivesTopic Deep Dives
📶 the case for (or against) emerging manager fund of funds

📶 the case for (or against) emerging manager fund of funds

Some thoughts around building a practice of investing into emerging managers, venture aesthetics of great fund websites, the solo founder movement, our latest memos and market maps

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📶 SEC makes it easier to publicly market your fund

📶 SEC makes it easier to publicly market your fund

Some good news for emerging managers, original thoughts from Shaan Puri, YC founders are raising less, how to be antifragile in the age of AI

Market MapsMarket Maps
📶 Market map: Condensing the finance department

📶 Market map: Condensing the finance department

The companies building more efficient finance departments by creating more leverage for CFOs

Investor InterviewsInvestor Interviews
📶 Leo Polovets (GP @ Humba Ventures) on what makes a great LP, attributing luck to seed investing, and using transparency to your advantage

📶 Leo Polovets (GP @ Humba Ventures) on what makes a great LP, attributing luck to seed investing, and using transparency to your advantage

What GPs look for from their LPs, making the case for venture investing vs. other asset classes, and some philosophy around reserves and follow-on investments

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📶 the new search arena

📶 the new search arena

Companies are winning (and optimizing) traffic from AI search, the job title paradigm shift, and why DeepSeek hasn't raised yet

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