May 22, 2025
•
8 min read
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
May 21, 2025
7 min read
Why LPs are more aligned with small funds, how traditional buying journeys are being disrupted with AI, the state of venture today
May 20, 2025
9 min read
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
May 15, 2025
Why LPs back fund managers, the risk aversion of venture, Granola announces new funds, and Chime is filing to go public
May 14, 2025
The pre-seed bubble, the measure of multi-billion AUM funds, the true cost of churn, and nobody knows what an AI agent is