📶 continuation funds?

Investors lose interest in continuation funds, Israeli startups are raising more money again, and the 10 chipmakers cashing in on the AI gold rush

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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.

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HEADLINES
Investors grow tired of continuation funds 👎

Season 6 Reaction GIF by Parks and Recreation

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

POV: you’re a Gen Z intern trying to record a tiktok dance on the trading floor in front of your MD who made it through the ‘07 global financial crisis
— litquidity (@litcapital)
6:42 PM • Aug 14, 2024

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FUNDS

Name	Fund Size	Fund Number
Balderton Capital	$615m	IX
Balderton Capital	$685m	II
Stonepeak	$3.15b	I
TPG	$580m	I
Flint Capital	$160m	III
Thrive Capital	$1b	IX

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RECS

mainstreet memos

some of the most interesting stories across venture capital and private equity

POLL

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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

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