📶 unbundling venture

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Good morning 👋

Happy Thursday to those of you who celebrate.

I have several opinions on where venture is heading - here are a few things that have shaped those opinions:

• Narrative Capital

• The Unbundling of Venture Capital

• The Great Online Game

• The Future of Solo Capitalists

And now this article by Jordan Nel (@jordsnel).

I’m breaking down what stood out to me in today’s piece - let’s get into it.

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Today’s highlights

• Venture unbundling and who is positioned to win

• Some math on the shifting venture model

• a16z is looking to raise the largest VC fund ever