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
📶 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

Topic Deep DivesTopic Deep Dives
📶 simple investor advantages

📶 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
📶 the venture knowledge work problem

📶 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
📶 meta risks and the two-party venture system

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

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

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