Good morning 👋
And Happy Friday-before-college-football to those of you who celebrate.
We have a few headlines for you to check out plus the best links we read all week.
Let’s get right to it.
TL;DR:
HEADLINES
Investors grow tired of continuation funds 👎
Are Continuation Funds Losing Their Allure? (Institutional Investor)
Dropbox acquires Index Ventures-backed AI scheduling tool Reclaim.ai (TechCrunch)
LPs harbor valuation concerns, survey shows (Pitchbook)
Venture Funding To Israeli Startups Bounces Back (Crunchbase)
Meet the 10 AI chipmakers pulling in the most VC cash (Pitchbook)
Inside Tiger Grandcub Valiant Capital’s Bet on a New Sector (Institutional Investor)
LINKS
🗣 How to tell great stories: Julian Shapiro helps you create better narratives
🔮 The Future of Software Companies: A great thread on where the software world is heading
💬 Group Chats Rule the World: Information speed > everything
🌤 The Next 20-Year Cycle In Business Software: What to expect from the Bain Capital Ventures team
📈 The Asymmetric Bet on AI Investing: How Sarah Tavel thinks about investing in AI
🔎 The Venturification of Research & The Resulting Prisoner's Dilemma: Michael Dempsey (GP @ Compound) shares how VC could be changing R&D forever
🆓 How to Get Confluence.VC Swag for Free: Five proven ways to rack up referrals and unlock more free stuff from us
TWEET
REFER
Earn free stuff 🎁
You can get free gifts by telling your friends and family to sign up 👇
Referrals | Reward |
|---|---|
1 | VC Tech Stack |
3 | VC Salary Data (2020 - 2023) |
5 | Ultimate VC Resource Library |
10 | Hoodie |
50 | Free Consulting Session |
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Copy & paste this link: {{rp_refer_url}}
FUNDS
Name | Fund Size | Fund Number |
|---|---|---|
$615m | IX | |
$685m | II | |
$3.15b | I | |
$580m | I | |
$160m | III | |
$1b | IX |
Looking to see all fund data (plus contact info) as it comes in?
POLL
Which is more important?
Thanks for reading this far and giving us a little bit of your attention this week.
Feel free to unsubscribe whenever this stops becoming valuable to you.
- Clay
RESULTS
Here are the results from our poll question in yesterday’s piece:
Are you allowing ChatGPT and others to crawl your website?
🟨🟨🟨🟨🟨⬜️ Yes - how do NOT allow them to do that? (12)
🟩🟩🟩🟩🟩🟩 No - I took steps to block access (14)
🟨🟨🟨🟨🟨⬜️ Don't have a website - show results (12)
38 Votes
