Topic Deep Dives

Deep dives on topics our readers are most interested in

Investor InterviewsFounder InterviewsTopic Deep DivesMarket MapsNewsDeal FlowInvestment MemosBusiness Recaps
Topic Deep DivesTopic Deep Dives
📶 where does seed VC go from here?

📶 where does seed VC go from here?

Structural issues for seed funds, AI talent and the mixed bag that comes with it, the era of the bootstrapped solo founder, and thoughts on CLTV/CAC

Topic Deep DivesTopic Deep Dives
📶 the future of startup hiring

📶 the future of startup hiring

Predicting the roles of the future, we're drunk on startup stupidity again, and newsletters-as-a-service

Topic Deep DivesTopic Deep Dives
📶 the end of the game as we know it

📶 the end of the game as we know it

More zero-sum games, thoughts on acqui-hires, Brian Singerman is launching a new fund, and some new investment memos on companies we're tracking

Topic Deep DivesTopic Deep Dives
📶 AI workforces and the new labor market

📶 AI workforces and the new labor market

Opportunities in the new labor market, a few things I believe, LPs are slowly warming back up to emerging managers, and why the latest tax law sweetens secondary deals

Topic Deep DivesTopic Deep Dives
📶 lateral hiring freeze

📶 lateral hiring freeze

Problems in the hiring market, capital markets vs. internet capital markets, GPs are adding more value with AI-powered portfolios, plus the best from last week

Topic Deep DivesTopic Deep Dives
📶 The 10-Step M&A Exit Playbook

📶 The 10-Step M&A Exit Playbook

A deep dive into how companies can increase their odds of getting bought

Tony Kim (VC and M&A @ Cisco)
Tony Kim (VC and M&A @ Cisco)
Topic Deep DivesTopic Deep Dives
📶 second-order effects of AI

📶 second-order effects of AI

What happens when more work gets automated, why LPs and GPs don't always agree, Boldstart raises new funding, and memos on seven companies we like

Topic Deep DivesTopic Deep Dives
📶 how to not lose your job to AI

📶 how to not lose your job to AI

Future-proofing yourself as a worker, newsletters-as-a-service, AngelList has made data rooms free, plus seven investment memos from our team

Topic Deep DivesTopic Deep Dives
📶 diversification vs. concentration

📶 diversification vs. concentration

How many companies should be in your portfolio, some forward looking beliefs, and the best from last quarter

Topic Deep DivesTopic Deep Dives
📶 new game, new alpha

📶 new game, new alpha

Changing dynamics of the venture game and where the new alpha lives, why vibe coding is actually bullish for traditional SaaS, and the multi-agent future of funds

Topic Deep DivesTopic Deep Dives
📶 how to think with AI

📶 how to think with AI

Creating a second brain, tests from God, and lessons from churn problems

Topic Deep DivesTopic Deep Dives
📶 the state of the software engineering market

📶 the state of the software engineering market

What to make of the new world of engineering, venture and the storytelling business, and college QBs are the newest VCs