It's been a rough two and a half years but it's not supposed to be easy.
It's risky, contrarian, all about product market fit and growth (not at all costs)
Fund are actually pretty complex but when they work, everyone wins!
The Bell Labs of our day has to commercialize and capitalize itself to sustain massive growth and losses to exceed expectations
A guide for emerging managers trying to find, pitch and close LP investors
M&A, Liquidity, Consolidation and Secondaries are all over the place right now
Startups and VC are not supposed to be easy - startups are hard!
With Cursor it was pretty simple but very helpful to have a smart Ai bot to chat with
Concentration is good for your portfolio but not for the industry
The first Carta Fund Performance showed how few people actually understand the VC/startup business model
We need to jump start the early stage engine again before the industry stalls
BIG tech has found a way to get around regulators and buy the top Ai talent
