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📶 The new leaders of defense tech investing

📶 The new leaders of defense tech investing

a16z, 8VC, and others are the new leads of defense tech investing, VC has a distribution problem, and Bolt is close to raising a massive round of funding

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Let’s get into what all you missed yesterday.

HEADLINES
The leaders in defense tech investing 🛡

Source

A16z And Founders Fund Lead The Way In Defense Venture Capital (Crunchbase)
Venture capital is full of distribution deadbeats (Axios)
Bolt Near Deal to Raise $450 Million at a $14 Billion Valuation (The Information)
Former a16z VC Balaji Srinivasan obtained a private island for his new longevity ‘technocapitalist’ school (TechCrunch)
Blackstone Marketing Chief Departs for General Catalyst (WSJ)

LINKS

▪️ Regret Minimization Framework: Bowtied Bull’s advice to minimize regret later in life

👁 The Year AI Gets a Better Body: Why The Generalist believes the search for innovative form factors for the technology may be one of the most important stories of 2024

🧐 Future Founders, Here’s How to Spot & Build in Nonobvious Markets: Elad Gil shares 4 principles to help uncover the three types of opportunities that others are overlooking

🌱 Founders’ Edition—What VCs Won’t Tell You About Raising Seed: Pillar VC invited a group of experienced leaders to share their stories, experience, and insider tips about raising a seed round

🦄 Unicorn Founders Tend to be Younger than Average Startup Founder: Study by Stanford GSB reveals unicorn founders under the age of 40 are well represented

📚 All Founder & Startup Resources You’ll Need: Founder Resources bring you the curated content and templates for every step in your startup journey

🤙 Why PMs Are Best Positioned to Thrive in an AI World: Lenny explains the soft skills PMs possess position them to fully harness AI’s capabilites (hard skills) and become the most valuable role in

📶 22 Best Tools To Generate Leads and Grow Your Revenue: Our list of the best tools to generate leads

This is 100% true and is liberating.
No one really cares about what you're doing. No need to live life based on the expectations of other people
Look back at your contact list 10 years ago, unless you're a weirdo you haven't looked them up in forever
— BowTiedBull - Read Pinned Tweet or NGMI (@BowTiedBull)
1:25 AM • Aug 19, 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

P.S. 👉 If you’re looking to get a new VC job …

We’ve found the best way to do that is to find the jobs before they become available. In our opinion, the best way to do that is to a) find who is raising funds and b) find who is the right person to contact at each of those funds.

Lucky for you, we’ve already collected all of that information for you.

Here’s how to see all the information we have on funds (plus contact info)

RECS

The Sandhill Report: Daily(ish) action from the venture world
The Early: A new place for junior VC resources and content
Creator Spotlight: Your guide to the newsletter world with new stories every Friday

POLL

Are you actively investing in defense tech?

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:

What kind of term sheets are you seeing?

🟨🟨🟨⬜️⬜️⬜️ More founder-friendly 👋 (11)

🟩🟩🟩🟩🟩🟩 More investor-friendly 📶 (21)

32 Votes

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