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📶 Maya Bakhai (GP @ Spice Capital) on true signal, seed fund portfolio construction, and the opportunity for being non-consensus

Jan 22, 2025

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9 min read

📶 Maya Bakhai (GP @ Spice Capital) on true signal, seed fund portfolio construction, and the opportunity for being non-consensus

Avoiding venture groupthink, gaining conviction at pre-seed, investing in "scar tissue" zones, math on why you're probably not as good at picking as you think

📶 will the real startup cities, please stand up?

Jan 21, 2025

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5 min read

📶 will the real startup cities, please stand up?

A new Golden Era in America, what tech hubs truly exist, top 100 colleges (according to founders), the inverse correlation between luck and time spent at home

📶 Superpower Investment Memo: Proactive healthcare

Jan 20, 2025

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2 min read

📶 Superpower Investment Memo: Proactive healthcare

1,200 words on why we're so bullish on the company redeveloping the future of healthcare

📶 PMF or die

Jan 17, 2025

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6 min read

📶 PMF or die

Technology Brothers latest show idea is taking applications, good suffering, maxims from Jensen Huang, NorCal family office starter pack

📶 we're getting closer to AGI

Jan 16, 2025

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8 min read

📶 we're getting closer to AGI

ChatGPT releases Tasks, Synthesia grabs a $2.1b valuation, Intel spins of its CVC, and climate tech funding drops for a third straight year

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