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📶 "so ... when do we get our money back?"

Dec 16, 2024

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8 min read

📶 "so ... when do we get our money back?"

The death of the 10-year fund cycle, lessons from Doug Leone, big names are piling into Databricks, and prompts to make better content

📶 Revisiting the Tiger strategy (again)

Dec 13, 2024

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8 min read

📶 Revisiting the Tiger strategy (again)

An update on Tiger Global’s returns, Naval’s mental models, the modern investment firm market map, and the startups working to lowering your taxes

📶 Market map: Recreating the modern investment firm

Dec 12, 2024

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9 min read

📶 Market map: Recreating the modern investment firm

The companies helping modern investment firms act like tech companies

📶 where a16z is betting in 2025

Dec 11, 2024

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7 min read

📶 where a16z is betting in 2025

The biggest investment areas for a16z partners in 2025, some thoughts on Moore’s Law, why winners keep winning, proof that we learn more when we aren’t looking learning through screens

📶 Nik Milanović (GP @ The Fintech Fund) on turning media into equity

Dec 10, 2024

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4 min read

📶 Nik Milanović (GP @ The Fintech Fund) on turning media into equity

Converting a media brand into an investment firm, the opportunity zones for fintech over the next decade, and some non-consensus bets that he’s placing

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