How Cendana keeps winning, find PMF or beg for approval, the new economic order, a new fund pops up to lure founders from school
Comparing the threat of leaving in VC vs. PE, thoughts on the Cendana model, Rippling vs. Deel updates, and Rex Woodburry (Daybreak) announces fund I
Some good news for emerging managers, original thoughts from Shaan Puri, YC founders are raising less, how to be antifragile in the age of AI
Companies are winning (and optimizing) traffic from AI search, the job title paradigm shift, and why DeepSeek hasn't raised yet
Why endowments are facing pressure, why you shouldn't back anything without an MVP, and a list of AI agents to build right now
Following advice from one of the smartest investors I know, Foundation raises a massive new fund, and why choice is an illusion
How the underlying dynamics of SaaS are changing, the future belongs to the obsessed, Ramp’s growth, visuals for vibe coding
Data on the number of LPs it take to raise a fund, a fundamental flaw of the “everyone will build their own apps” movement, and a list of companies backed by OpenAI
GC looks to take private investing to the public markets, Upfront takeaways, a warning on SPVs, and Altimeter returns data
Chasing the wrong numbers, robotics funding is booming, predicting the next wave of AI opportunities, and are you actually thesis-driven?
Pre-seed distribution hacks, venture debt hits an all-time high, Clay raises a community round, thoughts on LPs trying to skip fund investing and go direct
What to make of the Slow Creator Fund, don’t be a career, data on founder ownership at VC-backed companies, Turo scraps plan to go public
