📶 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

📶 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

📶 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 map: Condensing the finance department

📶 Market map: Condensing the finance department

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

📶 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

📶 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

📶 Sean Doolan (GP @ Virtue) on healthcare complexities, scaling a fund, and a fork in the road for junior investors

📶 Sean Doolan (GP @ Virtue) on healthcare complexities, scaling a fund, and a fork in the road for junior investors

Healthcare vs. SaaS investing, getting to conviction quickly, and filling a gap in the funding market

📶 what's happening with endowments?

📶 what's happening with endowments?

Why endowments are facing pressure, why you shouldn't back anything without an MVP, and a list of AI agents to build right now

📶 where the puck is going

📶 where the puck is going

Following advice from one of the smartest investors I know, Foundation raises a massive new fund, and why choice is an illusion

📶 Ashley Smith (GP @ Vermilion Cliffs Ventures) on operators-turned-investors, the evolution of engineering roles, and how GTM is changing in 2025

📶 Ashley Smith (GP @ Vermilion Cliffs Ventures) on operators-turned-investors, the evolution of engineering roles, and how GTM is changing in 2025

Non-traditional paths to become a GP, secondary effects of AI co-pilots, hiring the unhireable, and why you can't take a one-size-fits-all approach to GTM strategy

📶 what's going to happen to SaaS

📶 what's going to happen to SaaS

How the underlying dynamics of SaaS are changing, the future belongs to the obsessed, Ramp’s growth, visuals for vibe coding

📶 how many LPs does it take?

📶 how many LPs does it take?

Data on the number of LPs it take to raise a fund, a fundamental flaw of the “everyone will build their own apps” movement, and a list of companies backed by OpenAI

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