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
Data on the number of LPs it take to raise a fund, a fundamental flaw of the “everyone will build their own apps” movement, and a list of companies backed by OpenAI
GC looks to take private investing to the public markets, Upfront takeaways, a warning on SPVs, and Altimeter returns data
Chasing the wrong numbers, robotics funding is booming, predicting the next wave of AI opportunities, and are you actually thesis-driven?
Pre-seed distribution hacks, venture debt hits an all-time high, Clay raises a community round, thoughts on LPs trying to skip fund investing and go direct
What to make of the Slow Creator Fund, don’t be a career, data on founder ownership at VC-backed companies, Turo scraps plan to go public
Felicis GP transitions out, Hamilton raises massive first fund, the agentic era of commerce is here, new VC jobs listed
Making sense of the latest AngelList report, measuring signal in a digital world, the latest investment memos from our team, and 8VC is launching a recruiting company
YC latest request for startups, our latest investment memo, how to get vs how to keep attention, an updated AI voice agents market map
USV doubles down on what’s working, what is real venture alignment, Boom breaks the sound barrier, Pelion becomes Utah’s largest venture firm
Trumps agenda and its impacts, the new digital age of the SEC, why VCs are looking at low-margin businesses again, what to make of the DeepSeek news
