Talking lessons from a previous exit, B2C vs. B2B selling, technical challenges of building AI products, and turning customers into advocates with Yahia Bakour
Removing the intelligence constraint, why $100b outcomes are the new "normal", and Altman Cap raises a fresh fund
What we're learning from the new era of dev tools, lessons from 21 years of venture cycles, and Robinhood is trying to launch a publicly-traded venture fund
What the Klarna IPO proves, building the Microsoft Office of agents, and what critiques of the venture industry miss
How the best early-stage investors are finding signal through the noise
Structural issues for seed funds, AI talent and the mixed bag that comes with it, the era of the bootstrapped solo founder, and thoughts on CLTV/CAC
The real challenge with reaching 100% autonomy, who wins with the Figma IPO, the new pre-seed strategy, and a crisis moment for seed VCs
Thoughts on the newest fund of funds, some signs of life for fintech, the easiest jobs in finance, plus we're reviving our VC jobs
Why we like the company helping sales and marketing people tell better stories and win more deals
Predicting the roles of the future, we're drunk on startup stupidity again, and newsletters-as-a-service
More zero-sum games, thoughts on acqui-hires, Brian Singerman is launching a new fund, and some new investment memos on companies we're tracking
Opportunities in the new labor market, a few things I believe, LPs are slowly warming back up to emerging managers, and why the latest tax law sweetens secondary deals
