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Topic Deep DivesTopic Deep Dives
📶 thoughts on seedstrapping

📶 thoughts on seedstrapping

Why I expect more companies to exit the venture game, the future of VC and the consolidation of great fund managers, and the great rebranding

Investor InterviewsInvestor Interviews
📶 Zoe Weinberg (GP @ ex/ante) on agentic tech and reasons to be optimistic about AI

📶 Zoe Weinberg (GP @ ex/ante) on agentic tech and reasons to be optimistic about AI

Pre-seed capital, signaling risk, and what changes as it becomes easier to spin up an MVP, the threats and opportunities in AGI (and why a lot of the noise is overhyped), and how alpha is created through unique lived experiences

Topic Deep DivesTopic Deep Dives
📶 what's in it for me?

📶 what's in it for me?

You can’t win deals anymore by constantly asking for favors, “talent unboxing” and VC hiring, and escaping competition and trying to outsmart your opponents

Topic Deep DivesTopic Deep Dives
📶 so you wanna work in venture ...

📶 so you wanna work in venture ...

How to actually break into VC, the risk of optionality, Khosla is fundraising, and pre-idea founders?

NewsNews
📶 NPS and DPI correlation

📶 NPS and DPI correlation

Chasing the wrong numbers, robotics funding is booming, predicting the next wave of AI opportunities, and are you actually thesis-driven?

NewsNews
📶 what actually works going zero to one

📶 what actually works going zero to one

Pre-seed distribution hacks, venture debt hits an all-time high, Clay raises a community round, thoughts on LPs trying to skip fund investing and go direct

Topic Deep DivesTopic Deep Dives
📶 VC 3.0

📶 VC 3.0

The evolution of venture capital, bulls vs. bears vs. builders, Figure is about to raise at a massive markup, and how to get a free audit of your business

NewsNews
📶 creators are up next

📶 creators are up next

What to make of the Slow Creator Fund, don’t be a career, data on founder ownership at VC-backed companies, Turo scraps plan to go public

Investment MemosInvestment Memos
📶 Deal Flow Report: Chima Investment Memo

📶 Deal Flow Report: Chima Investment Memo

1,900 words on why we're so bullish on the company positioned to win the AI agents movement

Investor InterviewsInvestor Interviews
📶 Jeff Morris, Jr. (GP @ Chapter One) on growing your internet surface area

📶 Jeff Morris, Jr. (GP @ Chapter One) on growing your internet surface area

Publishing on the internet, building leverage through teambuilding, and scaling a fund into an institution

Topic Deep DivesTopic Deep Dives
📶 the talent distribution curve

📶 the talent distribution curve

Talent levels, Tusk Ventures is done with traditional VC, Sequoia is rumored to lead Mercury’s massive round, and how LPs make decisions

Topic Deep DivesTopic Deep Dives
📶 you can just do things

📶 you can just do things

Thoughts on agency, how to spot high agency people, and other general takeaways

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