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Investor InterviewsInvestor Interviews
📶 Bryce Roberts (Founder @ INDIE) on efficiency, the pursuit of revenue-per-employee, and escaping the venture rat race

📶 Bryce Roberts (Founder @ INDIE) on efficiency, the pursuit of revenue-per-employee, and escaping the venture rat race

Efficiency and growing revenue-per-employee, automating the back office vs. front office, why creators are bad at pursuing the right ways to monetize their audience, and how seedstrapping changes venture math

Topic Deep DivesTopic Deep Dives
📶 unbundling venture

📶 unbundling venture

Venture unbundling and who is positioned to win, some math on the shifting venture model, and a16z is looking to raise the largest VC fund ever

Topic Deep DivesTopic Deep Dives
📶 mistakes emerging managers make

📶 mistakes emerging managers make

EM mistakes and how to fix them, the owner of the Jazz is forming a $1b venture fund, and we’re fixing extinction now

Topic Deep DivesTopic Deep Dives
📶 SaaS isn’t dead ... long live SaaS

📶 SaaS isn’t dead ... long live SaaS

Why SaaS is here to stay, SignalFire raises $1b, Craft Ventures goes through layoffs, and Industry launches a massive secondaries fund

📶 where media is heading

📶 where media is heading

The future of media, 93 VC takeaways from me, and another company facilitating liquidity for GPs

Topic Deep DivesTopic Deep Dives
📶 some issues with GP spinouts

📶 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

📶 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

📶 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

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

The good, the bad, and the outlook

NewsNews
📶 things that made me stop the scroll

📶 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

📶 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?

📶 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

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