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đź“¶ emerging markets ... not so hot anymore

đź“¶ 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

đź“¶ Permanent Equity's annual letter

đź“¶ 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

đź“¶ where innovation goes to die

đź“¶ where innovation goes to die

Redemption rights are killing the Chinese startup scene, VC market share estimations, the biggest non-AI rounds of 2024, market map for micro-mobility companies

đź“¶ what are VCs betting on in 2025?

đź“¶ what are VCs betting on in 2025?

Where VCs are betting in 2025, private wealth 🤝 emerging VCs, venture feedback loops shouldn’t be that long, which type of Silicon Valley thinkboi are you?

đź“¶ why solo GPs are taking over VC

đź“¶ why solo GPs are taking over VC

The new kids on the block, inverse effects of making too much money, 2025 predictions, and why some are skeptical on AI sales agents

đź“¶ Technology Brothers break the internet

đź“¶ Technology Brothers break the internet

Technology Brothers arrives, secondaries funds top $100b, summing up differences between the US, China, and Europe, Oura grabs fresh cash

đź“¶ the VC regatta

đź“¶ the VC regatta

More emphasis on positioning out the gate, sovereign wealth funds are engulfing AUM, AngelList lands a big partnership for fund managers, outlier mental models used by the best investors in the world

đź“¶ return of the Masa

đź“¶ return of the Masa

SoftBank returns to the big leagues, how Tomasz Tunguz uses AI, Grammarly acquires Coda, the cost of sin

đź“¶ "so ... when do we get our money back?"

đź“¶ "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

đź“¶ Revisiting the Tiger strategy (again)

đź“¶ 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

đź“¶ where a16z is betting in 2025

đź“¶ 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

đź“¶ David Sacks: White House AI Czar

đź“¶ David Sacks: White House AI Czar

Trump's latest appointee, ways to make $100m with SaaS, Forerunner's source of truth for marketplaces, and a new venture buyout strategy from one of the smartest investors we've studied

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