Good morning 👋
And Happy New Year.
We sent out our 2025 annual letter last week. There were some teasers in there of where we think the world is heading, but we’re doing a more dedicated piece to predictions this week.
This time of year, a lot of people in the venture world make broad stroke claims on what they think will happen in the upcoming year. Most of the time, you have to filter the source as all of these people are incentivized to talk their book.
I have read hundreds of other annual recaps, prediction letters, and thought posts, and I have distilled down my favorite takes from other partners and GPs on what you should expect this year.
Let’s get into it.
