Changing dynamics of the venture game and where the new alpha lives, why vibe coding is actually bullish for traditional SaaS, and the multi-agent future of funds
Creating a second brain, tests from God, and lessons from churn problems
What to make of the new world of engineering, venture and the storytelling business, and college QBs are the newest VCs
How to make money in simple terms, the best of last week, why seed investors are selling winners, and Harvey raises another round at $5b
Outsourcing judgement and the death of critical thinking, notes on (good) marketing, and how founders can play the venture 3.0 circus
The latest fund data from Carta, 10x concepts from Jack Butcher, and very bad advice you should ignore at all costs
The market is forcing VCs to rethink their careers, patterns from YC investing, Felicis raises new funds, and the SEC is making it easier for retail investors to access venture investing
Problems with the two venture options today, the three kinds of investors, and Glean raises a massive round
The future is agentic, money flows as a function of stories, and some reason for defense tech VCs to be optimistic
A temperature check for the asset class, becoming an attention-first investor, and the two sectors eating up the majority of venture dollars today
Inside the secret flywheels that are helping the winners keep winning in venture investing
How incentives have completely messed up the venture game, some data on the latest YC batch, Thrive's bet on AI services, plus the best from last week
