📶 AI workforces and the new labor market

Opportunities in the new labor market, a few things I believe, LPs are slowly warming back up to emerging managers, and why the latest tax law sweetens secondary deals

July 15, 2025 • Estimated Reading Time: 8 minutes

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Good morning 👋

The Windsurf / Google deal sounds like a mess. We haven’t spent enough time getting all of the details, but from what we’ve heard, it sounds like Windsurf employees got the short end of the stick.

Switching gears - the AI workforce is already here, and it’s here to stay.

NFX wrote a great piece the other week about how they are thinking about it and the opportunities it creates.

We’re breaking down the most interesting takes from that piece below.

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