Some thoughts around building a practice of investing into emerging managers, venture aesthetics of great fund websites, the solo founder movement, our latest memos and market maps
Why knowledge is no longer a moat, a bleak future for junior investor roles, and some explanations for the emerging manager boom
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
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
How to actually break into VC, the risk of optionality, Khosla is fundraising, and pre-idea founders?
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
Talent levels, Tusk Ventures is done with traditional VC, Sequoia is rumored to lead Mercury’s massive round, and how LPs make decisions
Thoughts on agency, how to spot high agency people, and other general takeaways
Sequoia’s PMF framework, inside OpenAI’s upcoming round, what Forerunner looks for, what happens if carried interest tax treatment changes
How to automate 90% of the investment memo process, everything they teach in YC on one page, consumer is back, a visual on Boyd’s law of iteration
A massive collection of the coolest market maps + companies I've found this year
Why the future of healthcare will be preventative
