Deep dives on topics our readers are most interested in
Nov 12, 2025
Some tradeoffs you should consider when it comes to building the right portfolio size
Oct 31, 2025
What's working / not working, the new GTM stack, and AI impact is lower than anticipated
Oct 30, 2025
Some things an LP thinks you should hear
Oct 29, 2025
How to win as the world becomes harder to predict
Oct 28, 2025
Why more > less, where value accrues for AI companies, and Sequoia raises another set of funds
Oct 24, 2025
Ways to get luckier, data on deal counts and dollars, a16z is raising another massive fund, and some more signs of hope for emerging managers
Oct 23, 2025
Playing devil's advocate against the advice that everybody should start their own firm
Oct 22, 2025
Some thoughts on the AI bubble, you can now raise SAFEs through Stripe Atlas, NFX raises a new fund, and a visual on the token revolution
Oct 15, 2025
Autonomous systems, the death of social contracts, and some data on how frothy the market really is
Oct 14, 2025
The last moat in venture, access vs. outliers, and a deep dive on the solo GP model at scale
Oct 13, 2025
Thoughts on the prediction economy, notes from Outlaw, and the best from last week
Oct 9, 2025
Data on what "great" looks like for GTM teams, takeaways from LP meetings, and thoughts on only investing in what you know
Oct 8, 2025
Finding conviction, what junior roles are still hiring for, and some data on founder vesting schedules
Venture hiring thoughts, the best career advice, and data on co-founder splits
Oct 7, 2025
Knowing when to sell, thoughts on new media and investing becoming a content business, plus the best from last week
Oct 2, 2025
New rules for developer tool companies, a new era for consumer software, and the post-AI org chart
Oct 1, 2025
FDEs and the future of work, the greatest trick the devil plays on people, and we're (definitely) in an AI bubble
Sep 26, 2025
Layers of AI adoption, some fund data from Carta, the most valuable private companies, and some thoughts about rejecting compression
Sep 25, 2025
Away with the traditional pyramid structure, the late innings of institutional compounding, VC fund performance cheat sheet, and some data on a16z returns
Sep 24, 2025
Questioning the logic around negative margins for supernova AI companies, lessons from investing in challenger banks, and which types are agents are getting the most utility
Sep 23, 2025
How we got here, some differences between selling AI and selling software, and five steps to winning in vertical AI
Sep 22, 2025
The rise of the agent manager, some stats from the launch of Outlaw, why we're terrified of one-way doors, and is an MBA worth anything anymore?
Sep 17, 2025
Removing the intelligence constraint, why $100b outcomes are the new "normal", and Altman Cap raises a fresh fund
Sep 15, 2025
What the Klarna IPO proves, building the Microsoft Office of agents, and what critiques of the venture industry miss
Jul 24, 2025
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
