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📶 What’s (actually) working in GTM in 2025
LockSimple

Oct 31, 2025

•

9 min read

📶 What’s (actually) working in GTM in 2025

What's working / not working, the new GTM stack, and AI impact is lower than anticipated

📶 dear emerging manager,
LockSimple

Oct 30, 2025

•

8 min read

📶 dear emerging manager,

Some things an LP thinks you should hear

📶 VOL, pricing improbability, and positioning yourself in an increasingly unpredictable world
LockSimple

Oct 29, 2025

•

10 min read

📶 VOL, pricing improbability, and positioning yourself in an increasingly unpredictable world

How to win as the world becomes harder to predict

📶 some thoughts on the right # of companies per fund
LockSimple

Oct 28, 2025

•

8 min read

📶 some thoughts on the right # of companies per fund

Why more > less, where value accrues for AI companies, and Sequoia raises another set of funds

breaking down the a16z flywheel
LockSimple

Oct 27, 2025

•

11 min read

breaking down the a16z flywheel

Some thoughts on how a16z is playing different games

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