Topic Deep Dives

Deep dives on topics our readers are most interested in

Investor Interviews Founder Interviews Topic Deep Dives Market Maps News Deal Flow Investment Memos Business Recaps

Topic Deep DivesTopic Deep Dives

Jun 30, 2025

📶 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

Jun 27, 2025

📶 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

Jun 26, 2025

📶 how to think with AI

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

Topic Deep DivesTopic Deep Dives

Jun 25, 2025

📶 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

Topic Deep DivesTopic Deep Dives

Jun 24, 2025

📶 simple investor advantages

How to make money in simple terms, the best of last week, why seed investors are selling winners, and Harvey raises another round at $5b

Topic Deep DivesTopic Deep Dives

Jun 19, 2025

📶 the venture knowledge work problem

Outsourcing judgement and the death of critical thinking, notes on (good) marketing, and how founders can play the venture 3.0 circus

Topic Deep DivesTopic Deep Dives

Jun 17, 2025

📶 meta risks and the two-party venture system

Problems with the two venture options today, the three kinds of investors, and Glean raises a massive round

Topic Deep DivesTopic Deep Dives

Jun 11, 2025

📶 audiences and AUM: the flywheel behind the new venture playbook

Inside the secret flywheels that are helping the winners keep winning in venture investing

Topic Deep DivesTopic Deep Dives

Jun 10, 2025

📶 venture is broken ... now what?

How incentives have completely messed up the venture game, some data on the latest YC batch, Thrive's bet on AI services, plus the best from last week

Topic Deep DivesTopic Deep Dives