May 14, 2025
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7 min read
The pre-seed bubble, the measure of multi-billion AUM funds, the true cost of churn, and nobody knows what an AI agent is
May 13, 2025
6 min read
Founders becoming GPs, 12 ideas from Don Valentine, the newest distribution channel to unlock, and five memos on early-stage companies we like
May 12, 2025
12 min read
What YC is looking for, the 21 biggest stories affecting venture, and who is winning the search war
May 11, 2025
2 min read
Why we're bullish on the company building human-in-the-loop agents
May 9, 2025
17 min read
~2,500 words on what I think is the biggest thing going on in venture
