Apr 29, 2025
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11 min read
How one of the top seed funds operates, some thoughts around investing in small funds, how Insight trains its new investors, and venture dollars are consolidating back to SF
Apr 28, 2025
7 min read
Extended fund timelines, how VCs come up with their theses, and Intel reverses course
Apr 25, 2025
9 min read
VCs becoming traders, the cost of liquidity, a Sequoia spinout raises $150m in a month, and how to innovate when nothing is defensible
Apr 24, 2025
Searching for alpha through narrative violations, another way to view “capital markets”, how to manage headcount, and where VC is heading
Apr 23, 2025
Venture in 2025, a16z snags another big name GP, and Cluely has its viral moment
