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📶 the state of B2B monetization in 2025
LockSimple

Jun 5, 2025

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7 min read

📶 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

📶 The automated associate

Jun 4, 2025

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7 min read

📶 The automated associate

What AI means for the future of junior VCs

Carson Bliss (Growth Equity at Catalyst Investors)
Carson Bliss (Growth Equity at Catalyst Investors)
📶 Mary Meeker's latest report

Jun 3, 2025

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83 min read

📶 Mary Meeker's latest report

AI trends and where the world is going, the boomer vs. new age VC stack, Storm Ventures' decision-making process, and the GitHub cofounder is raising a new fund

📶 what's ARR, really?

May 29, 2025

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5 min read

📶 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

📶 living an asymmetric life

May 28, 2025

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10 min read

📶 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

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