📶 where does seed VC go from here?

Structural issues for seed funds, AI talent and the mixed bag that comes with it, the era of the bootstrapped solo founder, and thoughts on CLTV/CAC

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Good morning 👋

There’s a lot of doom and gloom about venture investing right now, and it’s our job to stay on top of things and decipher what’s real vs. what’s noise.

I personally think a lot of it is noise, but I also think seed VCs operating like it’s still 2015 are going to go extinct (if they haven’t already).

The world is changing faster than ever, and refusing to address the facts and adapt is the biggest risk you can take.

Rob Go (GP @ NextView) wrote a great piece on some structural issues he sees for the future of seed VC, and we’re breaking down his thoughts in today’s piece.

P.S. 👀 We’re running a deal on all annual plans for the premium version of this newsletter.

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