Finding conviction, what junior roles are still hiring for, and some data on founder vesting schedules
Venture hiring thoughts, the best career advice, and data on co-founder splits
Knowing when to sell, thoughts on new media and investing becoming a content business, plus the best from last week
Taking a product from “vibecoded “ to “enterprise-grade”, building with a self-serve mindset, and why your GTM strategy should NOT ignore Reddit
New rules for developer tool companies, a new era for consumer software, and the post-AI org chart
FDEs and the future of work, the greatest trick the devil plays on people, and we're (definitely) in an AI bubble
How companies should think about narratives, hype cycles, and where to build
Exiting the echo chamber, some fund updates, and the best of the best from last week
Layers of AI adoption, some fund data from Carta, the most valuable private companies, and some thoughts about rejecting compression
Away with the traditional pyramid structure, the late innings of institutional compounding, VC fund performance cheat sheet, and some data on a16z returns
Questioning the logic around negative margins for supernova AI companies, lessons from investing in challenger banks, and which types are agents are getting the most utility
How we got here, some differences between selling AI and selling software, and five steps to winning in vertical AI
