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📶 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

📶 the latest Thiel Fellows

May 23, 2025

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8 min read

📶 the latest Thiel Fellows

Plus what they're building, easy shouldn't be confused with fun, how to be more lucky, and what all you missed from earlier this week

📶 shots on goal > concentration

May 22, 2025

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8 min read

📶 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

📶 the case for small funds

May 21, 2025

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7 min read

📶 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

📶 missing the point on secondary narratives

May 20, 2025

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9 min read

📶 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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