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
📶 unbundling venture

📶 unbundling venture

Venture unbundling and who is positioned to win, some math on the shifting venture model, and a16z is looking to raise the largest VC fund ever

Topic Deep DivesTopic Deep Dives
📶 mistakes emerging managers make

📶 mistakes emerging managers make

EM mistakes and how to fix them, the owner of the Jazz is forming a $1b venture fund, and we’re fixing extinction now

Topic Deep DivesTopic Deep Dives
📶 SaaS isn’t dead ... long live SaaS

📶 SaaS isn’t dead ... long live SaaS

Why SaaS is here to stay, SignalFire raises $1b, Craft Ventures goes through layoffs, and Industry launches a massive secondaries fund

Topic Deep DivesTopic Deep Dives
📶 some issues with GP spinouts

📶 some issues with GP spinouts

Some thoughts around GP spinouts, SaaS is NOT dead, the great liquidity shift, and rethinking the IPO window

Topic Deep DivesTopic Deep Dives
📶 Tusk and the equity-for-services model

📶 Tusk and the equity-for-services model

Bradley Tusk’s latest bet, AI jobs are eating traditional AI, a fintech comeback, and $40b for OpenAI

Topic Deep DivesTopic Deep Dives
📶 things you should ask your LPAC

📶 things you should ask your LPAC

Niche LPAC questions, the future of software companies, TechCrunch gets sold, and 23andMe is filing for bankruptcy

Topic Deep DivesTopic Deep Dives
📶 the case for (or against) emerging manager fund of funds

📶 the case for (or against) emerging manager fund of funds

Some thoughts around building a practice of investing into emerging managers, venture aesthetics of great fund websites, the solo founder movement, our latest memos and market maps

Topic Deep DivesTopic Deep Dives
📶 buying networks, "future-proofing" yourself, and how winners keep winning in VC

📶 buying networks, "future-proofing" yourself, and how winners keep winning in VC

1,500 words on where I think the future of venture is headed

Topic Deep DivesTopic Deep Dives
📶 thoughts on seedstrapping

📶 thoughts on seedstrapping

Why I expect more companies to exit the venture game, the future of VC and the consolidation of great fund managers, and the great rebranding

Topic Deep DivesTopic Deep Dives
📶 what's in it for me?

📶 what's in it for me?

You can’t win deals anymore by constantly asking for favors, “talent unboxing” and VC hiring, and escaping competition and trying to outsmart your opponents

Topic Deep DivesTopic Deep Dives
📶 so you wanna work in venture ...

📶 so you wanna work in venture ...

How to actually break into VC, the risk of optionality, Khosla is fundraising, and pre-idea founders?

Topic Deep DivesTopic Deep Dives
📶 VC 3.0

📶 VC 3.0

The evolution of venture capital, bulls vs. bears vs. builders, Figure is about to raise at a massive markup, and how to get a free audit of your business