📶 where'd all the logistics investors go?

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Good morning 👋

And Happy Friday. What a week.

I’ve got nothing witty to say, so let’s just jump into headlines from yesterday.

TL;DR:

• 📰 News

• 🔗 Links

• 🐥 Tweet

• 💰 Funds

• 📶 Recs

• 🗳 Poll

HEADLINES
Where’d all the logistics investors go? 🚚

• McKinsey finds 90% pullback in logistics funding by VCs since pandemic (Journal of Commerce)

• bunch raises $15.5M for its platform that simplifies investment management for VCs (TechCrunch)

• Ex-Thrive Capital partner Ahuja in talks to raise $30M seed fund (Pitchbook)

• Web3 Funding Holds Steady After Rocky 2023 (Crunchbase)

• Chess legend Magnus Carlsen, investor Jan Henric Buettner, VC Left Lane Capital, launch new company to revolutionize professional chess (PR Newswire)

• Mark Zuckerberg says WhatsApp has 100 million monthly active users in the U.S. (TechCrunch)

• Silicon Valley venture capital money pours into presidential campaigns (NBC)

• Not every startup is AI-related. Here’s an analysis of where venture capital funding is actually going (Fast Company)

• Michael Novogratz’s Galaxy Raises $113 Million for a New Crypto Venture Fund (Bloomberg)

• Warner Bros Discovery reportedly sues NBA after $77 billion TV and streaming deals with NBC, ESPN and Amazon (Fortune)

• Big Tech’s $1 trillion sell-off triggers worst day for stock markets since 2022 (Fortune)

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LINKS

📈 Growth or Profitability?: Unpacking burn rates, data on what’s “normal”, and how burn impacts valuations.

↪️ How Calendly Overhauled Their Product-Led Sales Motion: CRO and CMO Jessica Gilmartin shares a first-hand account of how Calendly revamped their lead routing, qualification and GTM org.

🔟 The 10 Commandments of Salary Negotiation: Niva Dragova, co-founder of Candor, shares her hard-earned negotiating wisdom.

🥷 Steal these Brilliant Growth Tactics: Kyle Poyar of Growth Unhinged explores the best of the best.

💹 What Most People Miss About Marketing: Rory Sutherland, VP of Ogilvy UK, champions thinking from first principles and using human psychology—what he calls “thinking psychologically”—over mere logic.

⁉️ 5 Essential Questions to Craft a Winning Strategy: Roger Martin, one of the world’s leading experts on strategy and author of Playing to Win, shares his wisdom.

📶 Outlier Frameworks: Our collection of how tier-one investors think

TWEET

REFER
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FUNDS

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 Early: A new place for junior VC resources and content

• Big Desk Energy: Startup insights, stories, and vibes sent to your inbox every Tuesday

POLL

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:

Will Q3 global funding be higher or lower than Q2?

🟨🟨🟨🟨⬜️⬜️ Yes - I think it will be higher ✅ (8)

🟩🟩🟩🟩🟩🟩 No - I think it will be lower ❌ (11)

🟨🟨🟨🟨🟨⬜️ Meh - I think it will be flat 〰 (10)

29 Votes