📶 thoughts on seedstrapping

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Good morning 👋

There are some general trends I think are worth betting on:

• Products are becoming easier to build in less time thanks to tools like Replit, Cursor, and other coding agents

• This has created more quality products in the marketplace which has made buyers more picky

• Pre-seed and seed capital now goes towards getting PMF and building distribution as quickly as possible

I think this changes some venture dynamics that haven’t been questioned for some time, and I think it will create more founders who raise one round of funding then never need to raise again.

Here are my notes on why I think that’s a good thing.

Today’s highlights

• Why I expect more companies to exit the venture game

• The future of VC and the consolidation of great fund managers

• The great rebranding