Autonomous systems, the death of social contracts, and some data on how frothy the market really is
The last moat in venture, access vs. outliers, and a deep dive on the solo GP model at scale
Thoughts on the prediction economy, notes from Outlaw, and the best from last week
Data on what "great" looks like for GTM teams, takeaways from LP meetings, and thoughts on only investing in what you know
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
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
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
