Confluence.VC Weekly

Confluence.VC Weekly
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📶 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

📶 Kevin Novak (GP @ Rackhouse) on new business models and AI-first businesses

Founder errors of the past and present, second-order effects of intelligence becoming cheaper, how to think about investment time horizons in today's world, and why infrastructure matters more than algorithms

📶 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

📶 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

📶 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

📶 Zoe Weinberg (GP @ ex/ante) on agentic tech and reasons to be optimistic about AI

Pre-seed capital, signaling risk, and what changes as it becomes easier to spin up an MVP, the threats and opportunities in AGI (and why a lot of the noise is overhyped), and how alpha is created through unique lived experiences

📶 Jeff Morris, Jr. (GP @ Chapter One) on growing your internet surface area

Publishing on the internet, building leverage through teambuilding, and scaling a fund into an institution

📶 Charley Ma (GP @ Pathlight) on how to think as a thematic GP

The choice to be a thematic investor, the challenge of thinking over long time horizons with the pace at which the world is changing today, takeaways from moving upstream and warranting more ownership, how the role of emerging managers will change over the next ten years

📶 Mack Healy (GP @ KdT Ventures) on the non-glamorous parts of venture

Incubating companies while operating a fund, common misconceptions about running a venture fund, questions he wishes founders would ask more often, overlooked opportunities

📶 Maya Bakhai (GP @ Spice Capital) on true signal, seed fund portfolio construction, and the opportunity for being non-consensus

Avoiding venture groupthink, gaining conviction at pre-seed, investing in "scar tissue" zones, math on why you're probably not as good at picking as you think

📶 Tim Chen (Managing Partner @ Essence) on the infrastructure opportunity

Reasons to be bullish on developer tools, advantages and disadvantages of being a solo GP, and the right time to approach institutional capital

📶 Rex Woodbury (Founder & Managing Partner @ Daybreak) on the trends changing the world

Trends on where the world is heading, unconventional investment theses, pairing a newsletter alongside a fund, and some hard truths about VC

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