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📶 Reddit goes after Google

Jan 14, 2025

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7 min read

📶 Reddit goes after Google

Reddit builds a search competitor, the consolidation of private credit, confessions of a big tech recruiter, thoughts on going monk mode

📶 what if venture doesn't recover ...

Jan 13, 2025

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8 min read

📶 what if venture doesn't recover ...

Thoughts on what could happen if the VC recovery takes longer, 30 elite pieces of company building advice, why signaling is everything, and what it feels like to convince your GP to take a January meeting

📶 Tim Chen (Managing Partner @ Essence) on the infrastructure opportunity

Jan 10, 2025

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4 min read

📶 Tim Chen (Managing Partner @ Essence) on the infrastructure opportunity

Reasons to be bullish on developer tools, advantages and disadvantages of being a solo GP, and the right time to approach institutional capital

📶 emerging markets ... not so hot anymore

Jan 9, 2025

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7 min read

📶 emerging markets ... not so hot anymore

Emerging markets venture investments are way down, the myth of the 80 hour workweek, 11 VC predictions for 2025, why venture needs new math

📶 Permanent Equity's annual letter

Jan 8, 2025

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6 min read

📶 Permanent Equity's annual letter

One of the best annual letters you'll read, Meta drops content moderation, and seven charts to think about going into 2025

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