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📶 Mercury founder announces his fund I

May 13, 2025

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6 min read

📶 Mercury founder announces his fund I

Founders becoming GPs, 12 ideas from Don Valentine, the newest distribution channel to unlock, and five memos on early-stage companies we like

📶 YC request for startups (S25)

May 12, 2025

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12 min read

📶 YC request for startups (S25)

What YC is looking for, the 21 biggest stories affecting venture, and who is winning the search war

📶 HumanLayer Investment Memo: Building agents that feel like real workers

May 11, 2025

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2 min read

📶 HumanLayer Investment Memo: Building agents that feel like real workers

Why we're bullish on the company building human-in-the-loop agents

narrative capital (converting attention to equity)

May 9, 2025

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17 min read

narrative capital (converting attention to equity)

~2,500 words on what I think is the biggest thing going on in venture

📶 the 21 biggest trends affecting venture
LockSimple

May 8, 2025

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12 min read

📶 the 21 biggest trends affecting venture

21 of the biggest stories we have broken down over the past few years that give a glimpse into the future

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