Confluence.VC Weekly

Confluence.VC Weekly
Archive
Page -28

📶 YC is all in on AI agents

The future is agentic, money flows as a function of stories, and some reason for defense tech VCs to be optimistic

Jun 12, 2025

📶 Bill Gurley's 2025 state of the union

A temperature check for the asset class, becoming an attention-first investor, and the two sectors eating up the majority of venture dollars today

Topic Deep DivesTopic Deep Dives

Jun 11, 2025

📶 audiences and AUM: the flywheel behind the new venture playbook

Inside the secret flywheels that are helping the winners keep winning in venture investing

Topic Deep DivesTopic Deep Dives

Jun 10, 2025

📶 venture is broken ... now what?

How incentives have completely messed up the venture game, some data on the latest YC batch, Thrive's bet on AI services, plus the best from last week

Topic Deep DivesTopic Deep Dives

Jun 09, 2025

📶 The future of VC marketing is interactive

The biggest gap in the next frontier of VC marketing – moving beyond passive content consumption to active tools

Laurie Owen (Founder @ Refinery Media)

Investment MemosInvestment Memos

Jun 06, 2025

📶 Mastra Investment Memo: The TypeScript Agent Framework

Why we like the latest YC company that helps you productize your AI agents

Topic Deep DivesTopic Deep Dives

Jun 05, 2025

📶 the state of B2B monetization in 2025

Software pricing is changing, thoughts on what the automated firm looks like, and thinking through how much your options are really worth

Jun 04, 2025

📶 The automated associate

What AI means for the future of junior VCs

Carson Bliss (Growth Equity at Catalyst Investors)

Jun 03, 2025

📶 Mary Meeker's latest report

AI trends and where the world is going, the boomer vs. new age VC stack, Storm Ventures' decision-making process, and the GitHub cofounder is raising a new fund

Topic Deep DivesTopic Deep Dives

May 29, 2025

📶 what's ARR, really?

Thoughts on recurring revenue vs. annual run rate, underwriting small funds on potential, and the investors who have backed the top 100 AI companies

Topic Deep DivesTopic Deep Dives

May 28, 2025

📶 living an asymmetric life

How to find asymmetric opportunities, it's a bad year to be an emerging manager, why there is so much VC turnover, and how Technology Brothers have taken over the internet

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