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
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
Problems in the hiring market, capital markets vs. internet capital markets, GPs are adding more value with AI-powered portfolios, plus the best from last week
A deep dive into how companies can increase their odds of getting bought
What happens when more work gets automated, why LPs and GPs don't always agree, Boldstart raises new funding, and memos on seven companies we like
Future-proofing yourself as a worker, newsletters-as-a-service, AngelList has made data rooms free, plus seven investment memos from our team
How many companies should be in your portfolio, some forward looking beliefs, and the best from last quarter
Changing dynamics of the venture game and where the new alpha lives, why vibe coding is actually bullish for traditional SaaS, and the multi-agent future of funds
Creating a second brain, tests from God, and lessons from churn problems
What to make of the new world of engineering, venture and the storytelling business, and college QBs are the newest VCs
