Confluence.VC Weekly

Confluence.VC Weekly
Archive
Page 8

📶 Leo Polovets (GP @ Humba Ventures) on what makes a great LP, attributing luck to seed investing, and using transparency to your advantage

What GPs look for from their LPs, making the case for venture investing vs. other asset classes, and some philosophy around reserves and follow-on investments

📶 the new search arena

Companies are winning (and optimizing) traffic from AI search, the job title paradigm shift, and why DeepSeek hasn't raised yet

📶 Sean Doolan (GP @ Virtue) on healthcare complexities, scaling a fund, and a fork in the road for junior investors

Healthcare vs. SaaS investing, getting to conviction quickly, and filling a gap in the funding market

📶 what's happening with endowments?

Why endowments are facing pressure, why you shouldn't back anything without an MVP, and a list of AI agents to build right now

📶 where the puck is going

Following advice from one of the smartest investors I know, Foundation raises a massive new fund, and why choice is an illusion

📶 Ashley Smith (GP @ Vermilion Cliffs Ventures) on operators-turned-investors, the evolution of engineering roles, and how GTM is changing in 2025

Non-traditional paths to become a GP, secondary effects of AI co-pilots, hiring the unhireable, and why you can't take a one-size-fits-all approach to GTM strategy

📶 what's going to happen to SaaS

How the underlying dynamics of SaaS are changing, the future belongs to the obsessed, Ramp’s growth, visuals for vibe coding

📶 how many LPs does it take?

Data on the number of LPs it take to raise a fund, a fundamental flaw of the “everyone will build their own apps” movement, and a list of companies backed by OpenAI

📶 General Catalyst eyes an IPO

GC looks to take private investing to the public markets, Upfront takeaways, a warning on SPVs, and Altimeter returns data

📶 buying networks, "future-proofing" yourself, and how winners keep winning in VC

1,500 words on where I think the future of venture is headed

📶 thoughts on seedstrapping

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

📶 Zoe Weinberg (GP @ ex/ante) on agentic tech and reasons to be optimistic about AI

Pre-seed capital, signaling risk, and what changes as it becomes easier to spin up an MVP, the threats and opportunities in AGI (and why a lot of the noise is overhyped), and how alpha is created through unique lived experiences

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