Topic Deep DivesTopic Deep Dives
📶 simple investor advantages

📶 simple investor advantages

How to make money in simple terms, the best of last week, why seed investors are selling winners, and Harvey raises another round at $5b

Topic Deep DivesTopic Deep Dives
📶 the venture knowledge work problem

📶 the venture knowledge work problem

Outsourcing judgement and the death of critical thinking, notes on (good) marketing, and how founders can play the venture 3.0 circus

Topic Deep DivesTopic Deep Dives
📶 meta risks and the two-party venture system

📶 meta risks and the two-party venture system

Problems with the two venture options today, the three kinds of investors, and Glean raises a massive round

Topic Deep DivesTopic Deep Dives
📶 audiences and AUM: the flywheel behind the new venture playbook

📶 audiences and AUM: the flywheel behind the new venture playbook

Inside the secret flywheels that are helping the winners keep winning in venture investing

Topic Deep DivesTopic Deep Dives
📶 venture is broken ... now what?

📶 venture is broken ... now what?

How incentives have completely messed up the venture game, some data on the latest YC batch, Thrive's bet on AI services, plus the best from last week

Topic Deep DivesTopic Deep Dives
📶 The future of VC marketing is interactive

📶 The future of VC marketing is interactive

The biggest gap in the next frontier of VC marketing – moving beyond passive content consumption to active tools

Laurie Owen (Founder @ Refinery Media)
Laurie Owen (Founder @ Refinery Media)
Topic Deep DivesTopic Deep Dives
📶 the state of B2B monetization in 2025

📶 the state of B2B monetization in 2025

Software pricing is changing, thoughts on what the automated firm looks like, and thinking through how much your options are really worth

Topic Deep DivesTopic Deep Dives
📶 what's ARR, really?

📶 what's ARR, really?

Thoughts on recurring revenue vs. annual run rate, underwriting small funds on potential, and the investors who have backed the top 100 AI companies

Topic Deep DivesTopic Deep Dives
📶 living an asymmetric life

📶 living an asymmetric life

How to find asymmetric opportunities, it's a bad year to be an emerging manager, why there is so much VC turnover, and how Technology Brothers have taken over the internet

Topic Deep DivesTopic Deep Dives
📶 shots on goal > concentration

📶 shots on goal > concentration

Math on why picking shouldn't be your moat, six types of seed investors, a 10-year look at Series B trends, and some bad data for tall founders

Topic Deep DivesTopic Deep Dives
📶 the case for small funds

📶 the case for small funds

Why LPs are more aligned with small funds, how traditional buying journeys are being disrupted with AI, the state of venture today

Topic Deep DivesTopic Deep Dives
📶 missing the point on secondary narratives

📶 missing the point on secondary narratives

Getting in vs. getting out of positions, pre or post-fall and the idea of hitting bottom, plus Redpoint and Work-Bench raise massive new funds

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