📶 big swinging CVCs

CVCs are making fewer but bigger bets, there is more than one way to make money in the venture game, why Cloudflare wants AI companies to pay for content, and some signs of life for emerging managers

July 08, 2025 • Estimated Reading Time: 7 minutes

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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 …

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