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📶 the death of the 10-year life cycle

📶 the death of the 10-year life cycle

Extended exits are forcing funds to rethink the fund life cycle, the state of secondaries markets, a deep dive on Thrive Capital, and why the best information is the hardest to find

📶 AngelList is eating the VC tech stack

📶 AngelList is eating the VC tech stack

AngelList Q3 product updates gives hints at their master plan, 93 non-obvious things about VC, Bling Capital raises another big fund, Oura hits a $5b valuation

📶 the perfect storm for venture debt

📶 the perfect storm for venture debt

Why venture debt markets are on fire, thoughts on outcome-based pricing, how to win on TikTok, and the circle of life for EBITDA multiples

📶 where proptech VCs are placing bets

📶 where proptech VCs are placing bets

Opportunity areas for the future of real estate, different levels of being a salesman, and how to use liquor sales to spot alpha

📶 new fund math

📶 new fund math

New fund math breakdown, what great founders do according to Sam Altman, a megathread on three years of running a business, and Klarna is going public

📶 YC's latest request for startups

📶 YC's latest request for startups

Where YC is looking for startups, founder vesting benchmarks, Forerunner raises a massive new fund, plus one thing to change how you think about money

📶 healthcare 3.0

📶 healthcare 3.0

Why the future of healthcare will be preventative

📶 theory vs. experience in VC

📶 theory vs. experience in VC

Why you should choose investors based on their anecdotal evidence, why some IPOs fail, lessons from studying 3,000 pitch decks, and Naval’s life rules

📶 the crypto election

📶 the crypto election

Why crypto played such a big role in determining the next president, the four stages of GTM, why diversification sucks, and an AI voice agents market map

📶 Deal Flow Report: 11/10/24

📶 Deal Flow Report: 11/10/24

Customer support 2.0, AI knowledge and support for technical sales teams, and the future of list building and enrichment

Clay Norris
Clay Norris
📶 building a GTM motion

📶 building a GTM motion

How to build a GTM strategy from scratch, how celebrities are becoming VCs (and VCs are becoming celebrities), the FTC goes after a challenger bank, when smart people are bad employees

📶 bad year to raise / good year to vintage

📶 bad year to raise / good year to vintage

Smaller funds aren’t raising like they used to, what Trump’s win means for AI regulation, what’s next for crypto

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