📶 traction = distraction

📶 traction = distraction

The distraction death spiral, why the liquidity crunch is here to stay, AI bottlenecks, and Figma is planning to IPO

📶 the latest from AngelList

📶 the latest from AngelList

What AngelList is building, what you’re telling LPs when you raise your fund size, new fund I’s are popping up again, and how to get free AirPods on us

📶 signs of strength for early-stage VC

📶 signs of strength for early-stage VC

Data on early-stage valuations YoY, Morgan Stanley is entering privates, and discounts on some of the best tools we use every day

📶 how to raise $2b pre-product

📶 how to raise $2b pre-product

How to make sense of the former CTO of OpenAI's latest round rumors, tariffs and secondary buyers, and Founders Fund raises a massive growth vehicle

📶 Outtake Investment Memo: Thoughtful cyber agents for the web

📶 Outtake Investment Memo: Thoughtful cyber agents for the web

Why we're bullish on the company building agentic security for high-profile individuals

📶 Bryce Roberts (Founder @ INDIE) on efficiency, the pursuit of revenue-per-employee, and escaping the venture rat race

📶 Bryce Roberts (Founder @ INDIE) on efficiency, the pursuit of revenue-per-employee, and escaping the venture rat race

Efficiency and growing revenue-per-employee, automating the back office vs. front office, why creators are bad at pursuing the right ways to monetize their audience, and how seedstrapping changes venture math

📶 unbundling venture

📶 unbundling venture

Venture unbundling and who is positioned to win, some math on the shifting venture model, and a16z is looking to raise the largest VC fund ever

📶 mistakes emerging managers make

📶 mistakes emerging managers make

EM mistakes and how to fix them, the owner of the Jazz is forming a $1b venture fund, and we’re fixing extinction now

📶 SaaS isn’t dead ... long live SaaS

📶 SaaS isn’t dead ... long live SaaS

Why SaaS is here to stay, SignalFire raises $1b, Craft Ventures goes through layoffs, and Industry launches a massive secondaries fund

📶 where media is heading

📶 where media is heading

The future of media, 93 VC takeaways from me, and another company facilitating liquidity for GPs

📶 some issues with GP spinouts

📶 some issues with GP spinouts

Some thoughts around GP spinouts, SaaS is NOT dead, the great liquidity shift, and rethinking the IPO window

📶 Tusk and the equity-for-services model

📶 Tusk and the equity-for-services model

Bradley Tusk’s latest bet, AI jobs are eating traditional AI, a fintech comeback, and $40b for OpenAI

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