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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:
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
