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Topic Deep DivesTopic Deep Dives

📶 some issues with GP spinouts

Some thoughts around GP spinouts, SaaS is NOT dead, the great liquidity shift, and rethinking the IPO window

Topic Deep DivesTopic Deep Dives

📶 Tusk and the equity-for-services model

Bradley Tusk’s latest bet, AI jobs are eating traditional AI, a fintech comeback, and $40b for OpenAI

NewsNews

📶 PE leads, VC follows

A glimpse into the future for VC as an asset class, virtue signaling is killing independent thinking, and the case for equity-for-services

Business RecapsBusiness Recaps

📶 Confluence.VC Behind the Scenes: February + March 2025 Recap

The good, the bad, and the outlook

NewsNews

📶 things that made me stop the scroll

The best things I found on X this week, digging your moat through typing a sequence of keys, and the importance of sales rep math

Investor InterviewsInvestor Interviews

📶 Kevin Novak (GP @ Rackhouse) on new business models and AI-first businesses

Founder errors of the past and present, second-order effects of intelligence becoming cheaper, how to think about investment time horizons in today's world, and why infrastructure matters more than algorithms

NewsNews

📶 WHY DIDN’T ANYBODY TELL ME I COULD RAISE LESS?

Escaping the venture treadmill, megafunds and the great re-risking, the year of the $1b secondary, and some VC returns data

Topic Deep DivesTopic Deep Dives

📶 things you should ask your LPAC

Niche LPAC questions, the future of software companies, TechCrunch gets sold, and 23andMe is filing for bankruptcy

NewsNews

📶 Founders Fund returns

Data on FF returns, creating leverage for AI-first teams, how VCs actually add value

NewsNews

📶 where AngelList sees things going

The CEO of AngelList on why scout funds are the best-kept secret in venture, scaling up a fund and moving on to zero-sum games, the biggest issue in private markets, and every company becoming an AI company

NewsNews

📶 Cendana's latest fund

How Cendana keeps winning, find PMF or beg for approval, the new economic order, a new fund pops up to lure founders from school

NewsNews

📶 VC vs. PE talent wars

Comparing the threat of leaving in VC vs. PE, thoughts on the Cendana model, Rippling vs. Deel updates, and Rex Woodburry (Daybreak) announces fund I

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