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πŸ“Ά enterprise VCs request for AI startups

πŸ“Ά enterprise VCs request for AI startups

VC weigh in on what they want to see from AI companies, Insight raises new funds, 10 years of money wisdom, 100 rules to live by

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

πŸ“Ά 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

πŸ“Ά will the real startup cities, please stand up?

πŸ“Ά will the real startup cities, please stand up?

A new Golden Era in America, what tech hubs truly exist, top 100 colleges (according to founders), the inverse correlation between luck and time spent at home

πŸ“Ά Superpower Investment Memo: Proactive healthcare

πŸ“Ά Superpower Investment Memo: Proactive healthcare

1,200 words on why we're so bullish on the company redeveloping the future of healthcare

πŸ“Ά PMF or die

πŸ“Ά PMF or die

Technology Brothers latest show idea is taking applications, good suffering, maxims from Jensen Huang, NorCal family office starter pack

πŸ“Ά we're getting closer to AGI

πŸ“Ά we're getting closer to AGI

ChatGPT releases Tasks, Synthesia grabs a $2.1b valuation, Intel spins of its CVC, and climate tech funding drops for a third straight year

πŸ“Ά slow paper is better than no paper

πŸ“Ά slow paper is better than no paper

Return data on fast vs slow funds, 25 more VC predictions for 2025, the secret to finding your life’s work, and Sydecar raises $11m

πŸ“Ά Reddit goes after Google

πŸ“Ά Reddit goes after Google

Reddit builds a search competitor, the consolidation of private credit, confessions of a big tech recruiter, thoughts on going monk mode

πŸ“Ά what if venture doesn't recover ...

πŸ“Ά what if venture doesn't recover ...

Thoughts on what could happen if the VC recovery takes longer, 30 elite pieces of company building advice, why signaling is everything, and what it feels like to convince your GP to take a January meeting

πŸ“Ά Tim Chen (Managing Partner @ Essence) on the infrastructure opportunity

πŸ“Ά 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

πŸ“Ά emerging markets ... not so hot anymore

πŸ“Ά emerging markets ... not so hot anymore

Emerging markets venture investments are way down, the myth of the 80 hour workweek, 11 VC predictions for 2025, why venture needs new math

πŸ“Ά Permanent Equity's annual letter

πŸ“Ά Permanent Equity's annual letter

One of the best annual letters you'll read, Meta drops content moderation, and seven charts to think about going into 2025

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