What's going on in venture and our thoughts on why it matters
Jul 23, 2025
The real challenge with reaching 100% autonomy, who wins with the Figma IPO, the new pre-seed strategy, and a crisis moment for seed VCs
Jul 22, 2025
Thoughts on the newest fund of funds, some signs of life for fintech, the easiest jobs in finance, plus we're reviving our VC jobs
Jul 8, 2025
CVCs are making fewer but bigger bets, there is more than one way to make money in the venture game, why Cloudflare wants AI companies to pay for content, and some signs of life for emerging managers
Jul 7, 2025
Seed leads are taking down more of rounds, some signs of a better exit environment, and the best of last week
Jul 2, 2025
Charts that show trends, telling stories to get people to care, web 4.0, and crossing the agent chasm
Jun 19, 2025
The latest fund data from Carta, 10x concepts from Jack Butcher, and very bad advice you should ignore at all costs
Jun 18, 2025
The market is forcing VCs to rethink their careers, patterns from YC investing, Felicis raises new funds, and the SEC is making it easier for retail investors to access venture investing
Jun 13, 2025
The future is agentic, money flows as a function of stories, and some reason for defense tech VCs to be optimistic
Jun 12, 2025
A temperature check for the asset class, becoming an attention-first investor, and the two sectors eating up the majority of venture dollars today
May 23, 2025
Plus what they're building, easy shouldn't be confused with fun, how to be more lucky, and what all you missed from earlier this week
May 14, 2025
The pre-seed bubble, the measure of multi-billion AUM funds, the true cost of churn, and nobody knows what an AI agent is
May 13, 2025
Founders becoming GPs, 12 ideas from Don Valentine, the newest distribution channel to unlock, and five memos on early-stage companies we like
May 12, 2025
What YC is looking for, the 21 biggest stories affecting venture, and who is winning the search war
Apr 30, 2025
Seed rounds are more expensive than they’ve ever been, craft is the antidote to slop, the OpenAI mafia, and lessons from Roelof Brotha
Apr 22, 2025
The future of M&A, Techstars wants to mirror YC, a 10-year look at building a startup, and how language compresses itself
Apr 16, 2025
What AngelList is building, what you’re telling LPs when you raise your fund size, new fund I’s are popping up again, and how to get free AirPods on us
Apr 15, 2025
Data on early-stage valuations YoY, Morgan Stanley is entering privates, and discounts on some of the best tools we use every day
Apr 14, 2025
How to make sense of the former CTO of OpenAI's latest round rumors, tariffs and secondary buyers, and Founders Fund raises a massive growth vehicle
Apr 1, 2025
A glimpse into the future for VC as an asset class, virtue signaling is killing independent thinking, and the case for equity-for-services
Mar 28, 2025
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
Mar 26, 2025
Escaping the venture treadmill, megafunds and the great re-risking, the year of the $1b secondary, and some VC returns data
Mar 24, 2025
Data on FF returns, creating leverage for AI-first teams, how VCs actually add value
Mar 21, 2025
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
Mar 20, 2025
How Cendana keeps winning, find PMF or beg for approval, the new economic order, a new fund pops up to lure founders from school
Mar 19, 2025
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
