Good morning 👋
And happy Tuesday.
It’s truly insane how much more productive I am when I wake up early. Nobody else awake, no distractions, and I feel like I can get 4 hours of work done in an hour.
Switching gears - CVCs are making bigger bets, and Meta’s acquisition of Scale AI is the latest example.
We cover that with some data from Pitchbook in today’s piece …

