A glimpse into the future for VC as an asset class, virtue signaling is killing independent thinking, and the case for equity-for-services
The best things I found on X this week, digging your moat through typing a sequence of keys, and the importance of sales rep math
Escaping the venture treadmill, megafunds and the great re-risking, the year of the $1b secondary, and some VC returns data
Data on FF returns, creating leverage for AI-first teams, how VCs actually add value
The CEO of AngelList on why scout funds are the best-kept secret in venture, scaling up a fund and moving on to zero-sum games, the biggest issue in private markets, and every company becoming an AI company
How Cendana keeps winning, find PMF or beg for approval, the new economic order, a new fund pops up to lure founders from school
Comparing the threat of leaving in VC vs. PE, thoughts on the Cendana model, Rippling vs. Deel updates, and Rex Woodburry (Daybreak) announces fund I
Some good news for emerging managers, original thoughts from Shaan Puri, YC founders are raising less, how to be antifragile in the age of AI
Companies are winning (and optimizing) traffic from AI search, the job title paradigm shift, and why DeepSeek hasn't raised yet
Why endowments are facing pressure, why you shouldn't back anything without an MVP, and a list of AI agents to build right now
Following advice from one of the smartest investors I know, Foundation raises a massive new fund, and why choice is an illusion
How the underlying dynamics of SaaS are changing, the future belongs to the obsessed, Ramp’s growth, visuals for vibe coding
